Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2009-03-27
NJ RA APPROVED 2003-06-11
  • TX RA
    APPROVED_RES
    Since 2009-03-27
  • NJ RA
    APPROVED
    Since 2003-06-11

Branch Locations

100 Campus Dr, Florham Park, NJ 07932 • 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, Inc. Westfield NJ 05/2000 Present
  • 05/2000 → Present
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Westfield, NJ
Other Businesses

I*83592FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: J T INVESTMENT RELATED: NADDRESS OF BUSINESS:MORRIS PLAINS, NEW JERSEY 7950NATURE OF BUSINESS: OTHER,RENTAL; PROPERTYPOSITION, TITLE, ASSOCIATION: OTHER, SPOUSESTART DATE OF RELATIONSHIP: 4/1/2008NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY I*5032267, Entity Type: , Name of OBA: L A. S, Address: Kinnelon, New Jersey, 07405, Investment Related: N, Position, Title, Association: Administrator, Employee Start Date: 07/10/2026, No Hours: 50 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-07
  • S66 Uniform Combined State Law Examination
    2003-06-07
Other Names
  • Robyn N Shepard

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Florham Park, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor