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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-08
CT RA APPROVED 2025-09-09
  • TX RA
    APPROVED
    Since 2025-10-08
  • CT RA
    APPROVED
    Since 2025-09-09

Branch Locations

45 William St, Wellesley Hills, MA 02481 • United States

One Bryant Park, New York, NY 10036 • 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 Incorporated Newton MA 11/2020 Present
Santander Marshfield MA 05/2018 11/2020
Webster Bank New Bedford MA 07/2016 08/2017
Worldpay Boston MA 08/2017 05/2018
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-04
  • S66 Uniform Combined State Law Examination
    2025-08-04
Other Names
  • Jeannie Theresa Costa
  • Jeannie Theresa Lennox

View on SEC IAPD

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