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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-03-09
TX RA APPROVED 2023-03-09
  • CT RA
    APPROVED
    Since 2023-03-09
  • TX RA
    APPROVED
    Since 2023-03-09

Branch Locations

1 Whiting St, Hingham, MA 02043 • 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
Franklin Templeton Distributors Inc San Mateo CA 08/2006 09/2017
Edward Jones Saint Louis MO 01/2018 05/2018
Edward Jones Saint Louis MO 10/2017 12/2017
Citizens Securities, Inc. Wellesley MA 05/2018 04/2019
Dcm Advisors Llc New York NY 04/2019 01/2020
Dinosaur Financial Group Llc New York NY 04/2019 12/2019
Beck Bode, Llc Dedham MA 08/2020 06/2021
Unemployed Scituate MA 01/2020 08/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Weymouth MA 04/2022 Present
Unemployed Scituate MA 06/2021 04/2022
Bank Of America, N.A. Weymouth MA 01/2023 Present
  • 08/2006 → 09/2017
    Franklin Templeton Distributors Inc
    San Mateo, CA
  • 01/2018 → 05/2018
    Saint Louis, MO
  • 10/2017 → 12/2017
    Saint Louis, MO
  • 05/2018 → 04/2019
    Wellesley, MA
  • 04/2019 → 01/2020
    Dcm Advisors Llc
    New York, NY
  • 04/2019 → 12/2019
    Dinosaur Financial Group Llc
    New York, NY
  • 08/2020 → 06/2021
    Dedham, MA
  • 01/2020 → 08/2020
    Unemployed
    Scituate, MA
  • 04/2022 → Present
    Weymouth, MA
  • 06/2021 → 04/2022
    Unemployed
    Scituate, MA
  • 01/2023 → Present
    Bank Of America, N.A.
    Weymouth, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-02-10
S66 Uniform Combined State Law Examination 2018-03-20
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10
  • S66 Uniform Combined State Law Examination
    2018-03-20
Other Names
  • Rob Bonner
  • Robert Allen Bonner
  • Robert Allen Bonner
  • Robert Bonner

View on SEC IAPD

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