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William Forest Orr

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frederick, MD

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2005-01-18
VA RA APPROVED 2003-01-09
MD RA APPROVED 1992-02-28
  • TX RA
    APPROVED_RES
    Since 2005-01-18
  • VA RA
    APPROVED
    Since 2003-01-09
  • MD RA
    APPROVED
    Since 1992-02-28

Branch Locations

30 W Patrick St, Frederick, MD 21701 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 07/1989 Present
Bank Of America, Na Frederick MD 11/2009 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-05-14
S63 Uniform Securities Agent State Law Examination 1989-11-22
  • S65 Uniform Investment Adviser Law Examination
    1993-05-14
  • S63 Uniform Securities Agent State Law Examination
    1989-11-22
Other Names
  • Bill Orr

View on SEC IAPD

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Other Offices

MONOCACY WEALTH MANAGEMENT, LLC · FREDERICK, MD
OSAIC WEALTH, INC. · FREDERICK, MD
EDWARD JONES · FREDERICK, MD
LPL ENTERPRISE, LLC · FREDERICK, MD
LPL FINANCIAL LLC · FREDERICK, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Frederick, MD
TRUIST ADVISORY SERVICES, INC. · FREDERICK, MD
J.P. MORGAN SECURITIES LLC · Ijamsville, MD

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