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Jobeth Pancoast Souza

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Winston Salem, NC

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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 2007-08-28
NC RA APPROVED 2002-07-22
  • TX RA
    APPROVED_RES
    Since 2007-08-28
  • NC RA
    APPROVED
    Since 2002-07-22

Branch Locations

380 Knollwood St, Winston Salem, NC 27103 • 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 Winston Salem NC 08/1997 Present
Bank Of America, N.A. Winston Salem NC 11/2009 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-18
S66 Uniform Combined State Law Examination 1998-10-06
  • S65 Uniform Investment Adviser Law Examination
    2002-07-18
  • S66 Uniform Combined State Law Examination
    1998-10-06
Other Names
  • Jobeth Pancoast
  • Jobeth P Souza

View on SEC IAPD

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