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Craig E Kopp

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL

Casselberry, FL

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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_RES 2011-11-02
FL RA APPROVED 2011-10-27
  • TX RA
    APPROVED_RES
    Since 2011-11-02
  • FL RA
    APPROVED
    Since 2011-10-27

Branch Locations

300 S Orange Ave, Orlando, FL 32801 • United States

Casselberry, FL • 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 The Villages FL 10/2011 Present
Bank Of America, N.A. Lady Lake FL 12/2011 Present
Previous Registrations
  • 2011-02-07 → 2011-08-12
    Fifth Third Securities, Inc.
    Orlando, FL
    Oviedo, FL
    Winter Park, FL
    Orlando, FL
    Winter Park, FL
    Oviedo, FL
    Orlando, FL
  • 2010-07-08 → 2011-01-31
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 2009-11-13 → 2010-02-09
    Pnc Wealth Management Llc
    Palm Coast, FL
    Sanford, FL
    Deland, FL
    Palm Coast, FL
    Ormond Beach, FL
    Deltona, FL
    New Smyrna Beach, FL
    Port Orange, FL
    Deland, FL
    Orange City, FL
    Sanford, FL
    Clermont, FL
    Clermont, FL
    Orlando, FL
    Orlando, FL
    Deltona, FL
    Daytona Beach, FL
    Sanford, FL
  • 2008-10-01 → 2009-11-13
    Natcity Investments, Inc.
    Sanford, FL
    Palm Coast, FL
    Deland, FL
    Deltona, FL
    Orange City, FL
    New Smyrna Beach, FL
    Port Orange, FL
    Sanford, FL
    Deland, FL
    Ormond Beach, FL
    Clermont, FL
    Clermont, FL
    Sanford, FL
    West Palm Beach, FL
    Orange City, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-29
S63 Uniform Securities Agent State Law Examination 1997-10-17
  • S65 Uniform Investment Adviser Law Examination
    2008-09-29
  • S63 Uniform Securities Agent State Law Examination
    1997-10-17
Other Names
  • Craig Edward Kopp

View on SEC IAPD

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