Elizabeth Angelone

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2020-11-20
TX	RA	APPROVED_RES	2006-12-01
CT	RA	APPROVED	1992-07-01

FL RA
APPROVED

Since 2020-11-20
TX RA
APPROVED_RES

Since 2006-12-01
CT RA
APPROVED

Since 1992-07-01

Branch Locations

2 Pickwick Plz, Greenwich, CT 06830 • United States

200 S Biscayne Blvd, Miami, FL 33131 • United States

Key Largo, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greenwich	CT	10/1991	Present
Bank Of America, N.A.	Greenwich	CT	06/2011	Present

10/1991 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenwich, CT
06/2011 → Present

Bank Of America, N.A.

Greenwich, CT

Other Businesses

I*36539 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ELIZABETH ANGELONE INVESTMENT RELATED: N ADDRESS OF BUSINESS: GREENWICH, CONNECTICUT 6831 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 38657 NUMBER OF HOURS DEVOTED: 4 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: 2 FAMILY RENTAL, EVERYTHING

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-10-10
S63	Uniform Securities Agent State Law Examination	1991-07-26

S65 Uniform Investment Adviser Law Examination

1994-10-10
S63 Uniform Securities Agent State Law Examination

1991-07-26