France T. Veal

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2003-04-25

FL RA
APPROVED

Since 2003-04-25

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

9000 Southside Blvd Workplace Benefits, Jacksonville, FL 32256 • 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, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	02/2002	Present

02/2002 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville , FL

Other Businesses

I*1879272 Entity for Profit Name of OBA: Rental Property 1 Address: Jacksonville, Florida, 32258 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 07/01/2024 No Hours: 0 No Hours during trading: 0 Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-04-22
S63	Uniform Securities Agent State Law Examination	2002-04-24

S66 Uniform Combined State Law Examination

2003-04-22
S63 Uniform Securities Agent State Law Examination

2002-04-24

Other Names

France T. Moreau

View on SEC IAPD