Jodi Lynne Swanson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2012-06-27
MT	RA	APPROVED	2012-06-25

TX RA
APPROVED_RES

Since 2012-06-27
MT RA
APPROVED

Since 2012-06-25

Branch Locations

3412 Colton Blvd, Billings, MT 59102 • 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

Organization	City	State	From	To
Merrill Lynch	Billings	MT	06/2012	Present

06/2012 → Present

Merrill Lynch

Billings, MT

Previous Registrations

2004-09-01 → 2012-06-11

Ubs Financial Services Inc.

Kalispell, MT

Billings, MT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-08-30

S66 Uniform Combined State Law Examination

2004-08-30

Other Names

Jodi L Longo
Jodi L. Swanson
Jodi Lynne Longo

View on SEC IAPD

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ALLIED INVESTMENT ADVISORS LLC

Other Investors

ROBERT CHARLES BECK

BRIAN STEPHEN LETHERT

Matthew Innecken Stroud

RONNA MARIE VOGES

CARSON DELMAR QUINNELL

NATHAN MICHAEL FISK

REED JOSEPH MCELYEA

Other Offices

LPL FINANCIAL LLC · BILLINGS, MT

U.S. BANCORP ADVISORS, LLC · Billings, MT

INVESTMENT MANAGEMENT GROUP · BILLINGS, MT

AMERIPRISE FINANCIAL SERVICES, LLC · BILLINGS, MT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Billings, MT

AMERIPRISE FINANCIAL SERVICES, LLC · BILLINGS, MT

CWM, LLC · Billings, MT

EDWARD JONES · BILLINGS, MT

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