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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 2009-04-23
CO RA APPROVED 2007-02-23
  • TX RA
    APPROVED_RES
    Since 2009-04-23
  • CO RA
    APPROVED
    Since 2007-02-23

Branch Locations

123 N 7Th St, Grand Junction, CO 81501 • 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 Grand Junction CO 01/2007 Present
Previous Registrations
Other Businesses

I*110155 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CONCEPT OILFIELD SERVICES INC INVESTMENT RELATED: NO ADDRESS OF BUSINESS: GRAND JUNCTION, COLORADO 81502 POSITION, TITLE, ASSOCIATION: FAMILY HELD START DATE OF RELATIONSHIP: 11/6/2017 NUMBER OF HOURS DEVOTED: 2 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SPOUSE TRAVIS SCHOLES HAS LEFT HALLIBURTON AND IS STARTING HIS OWN OILFIELD CONSULTING BUSINESS. HE IS THE PRIMARY OPERATOR AND I WILL BE THE CORPORATE SECRETARY THAT HELPS WITH THE ANNUAL BUSINESS PAPERWORK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-03-18
  • S66 Uniform Combined State Law Examination
    1998-03-18
Other Names
  • Julie Anne Wold
  • Julie A Scholes

View on SEC IAPD

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