James Bland Mellette

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	2010-01-19
SC	RA	APPROVED	2004-06-11
GA	RA	APPROVED	2004-04-14

TX RA
APPROVED_RES

Since 2010-01-19
SC RA
APPROVED

Since 2004-06-11
GA RA
APPROVED

Since 2004-04-14

Branch Locations

75 Port City Lndg, Mount Pleasant, SC 29464 • United States

3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States

103 Main St, Saint Simons Island, GA 31522 • United States

100 Brampton Ave, Statesboro, GA 30458 • United States

3 Skidaway Village Sq, Savannah, GA 31411 • United States

Mount Pleasant, SC • 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	Columbia	SC	09/1996	Present

09/1996 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbia, SC

Other Businesses

I*2060300, Entity Type Fiduciary, Name of OBA: COM Revocable Trust Address: Irmo, South Carolina, 29063 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 23-Oct-2024 No Hours: 0 No Hours during trading: 0 Duties: I*2060299, Entity Type Fiduciary, Name of OBA: JBM, JR Family Trust Address: Irmo, South Carolina, 29063 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 23-Oct-2024 No Hours: 0 No Hours during trading: 0 Duties I*2060298, Entity Type Fiduciary, Name of OBA: Estate of JBM, JR Address: Irmo, South Carolina, 29063 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 23-Oct-2024 No Hours: 0 No Hours during trading: 0 Duties I*2463261, Entity Type not for profit, Name of OBA: High Hills of Santee Address: Dalzell, SC 29040 Investment Related: No Position, Title, Association: Steward Employee Start Date: May 10th 2025 No Hours: 12 yearly No Hours during trading: 0 Duties: Act as a Steward. This is an historical society that meets twice a year. I will help set up the meetings and clean up afterwards. Also will vet new members, and vote to approve changes to the by-laws, if necessary.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-02-13
S65	Uniform Investment Adviser Law Examination	1997-02-13

S63 Uniform Securities Agent State Law Examination

1997-02-13
S65 Uniform Investment Adviser Law Examination

1997-02-13

Other Names

James B (Iii) Mellette
Bland Mellette
J Mellette

View on SEC IAPD