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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 2022-12-01
  • FL RA
    APPROVED
    Since 2022-12-01

Branch Locations

401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States

22 Bull St, Savannah, GA 31401 • 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
Suntrust Investment Services, Inc. Atlanta GA 01/2016 Present
Suntrust Advisory Services Atlanta GA 01/2016 09/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale, FL 09/2022 Present
Previous Registrations
  • 2016-08-19 → 2022-07-29
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
  • 2016-01-22 → 2016-12-31
    Truist Investment Services, Inc.
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Ft Lauderdale, FL
    Fort Lauderdale, FL
    Fort Lauderdale, FL
  • 2013-08-21 → 2016-01-20
    Tamarac, FL
    Fort Lauderdale, FL
    Coconut Creek, FL
    Fort Lauderdale, FL
  • 2009-05-14 → 2013-08-02
    Msi Financial Services, Inc.
    Deerfield Beach, FL
    Orlando, FL
    Davie, FL
  • 2006-07-21 → 2008-01-08
    Uvest Financial Services Group, Inc.
    Boca Raton, FL
    Boca Raton, FL
    Ft. Lauderdale, FL
    Coral Gables, FL
    Boca Raton, FL
    Ft. Lauderdale, FL
  • 2004-08-23 → 2006-07-07
    Morgan Stanley Dw Inc.
    Ftlauderdale, FL
    Ft. Lauderdale, FL
Other Businesses

I*1009358Entity Type, CharitableName of OBA: Junior Achievement of South FloridaAddress: Coconut Creek, FL 33066Investment Related: NoPosition, Title, Association: Committee, Board MemberEmployee Start Date: 09/21/2022No Hours: 10 hrs MthlyNo Hours during trading: 1 Hr mthlyDuties: Financial literacy for the youth of South Florida. Act in the capacity of a Executive Board Member. I*3194264 Entity Type: Entity Charitable Name of OBA: CAN Community Health Care Address: Tampa, Florida, 33602 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/24/2025 Number of Hours: 4, Monthly Number of Hours during trading: 1, Monthly Duties: CAN is an organization that is committed to creating an inclusive environment that treats all individuals with respect and dignity regardless of their health status. The organization aims to empower patients by providing knowledge and awareness, breaking down barriers, shattering stereotypes, and fostering a community united against stigma for all affected by infectious diseases. quarterly board meetings to be attended by video conference. Annual strategic planning meeting in person.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-22
S63 Uniform Securities Agent State Law Examination 2001-07-09
  • S66 Uniform Combined State Law Examination
    2004-07-22
  • S63 Uniform Securities Agent State Law Examination
    2001-07-09
Other Names
  • Julie Lynne Williamson
  • Julie Lynne Bresset
  • Julie Lynne Williamson-Bresset
  • Julie L Williamson-Bresset

View on SEC IAPD

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