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Heather D Chong

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Savannah, GA

Boca Raton, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2011-03-16
  • FL RA
    APPROVED
    Since 2011-03-16

Branch Locations

22 Bull St, Savannah, GA 31401 • United States

1 Town Center Rd, Boca Raton, FL 33486 • 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
Bank Of America, N.A. Boca Raton FL 01/1993 Present
Bank Of America/Merrill Lynch Ft. Lauderdale FL 01/1993 Present
  • 01/1993 → Present
    Bank Of America, N.A.
    Boca Raton, FL
  • 01/1993 → Present
    Bank Of America/Merrill Lynch
    Ft. Lauderdale, FL
Previous Registrations
  • 2003-07-14 → 2009-03-25
    Banc Of America Investment Services, Inc.
    Weston, FL
    Ft. Lauderdale, FL
    Boca Raton, FL
    Fort Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-03
  • S66 Uniform Combined State Law Examination
    2003-07-03
Other Names
  • Heather Dawn Bourne
  • Heather Dawn Bourne
  • Heather Dawn Chong

View on SEC IAPD

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BULL STREET ADVISORS

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Other Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA
PFS INVESTMENTS INC. · SAVANNAH, GA
CHARLES SCHWAB & CO., INC. · Savannah, GA
RL WRIGHT & ASSOCIATES, LLC · SAVANNAH, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Savannah, GA
BULL STREET ADVISORS · SAVANNAH, GA

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