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Jeremy Matthew Burch

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Miami, 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
FL RA APPROVED 2024-09-27
TX RA APPROVED 2024-09-26
  • FL RA
    APPROVED
    Since 2024-09-27
  • TX RA
    APPROVED
    Since 2024-09-26

Branch Locations

701 Brickell Ave, Miami, FL 33131 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc New York NY 01/2016 11/2016
Wells Fargo Clearing Services, Llc New York NY 11/2016 09/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 09/2024 Present
Bank Of America, N.A. Miami FL 12/2024 Present
Previous Registrations
  • 2016-01-29 → 2024-10-24
    Wells Fargo Clearing Services, Llc
    New York, NY
    Coral Gables, FL
    Coral Gables, FL
    Miami Beach, FL
  • 2009-06-01 → 2016-02-03
    Morgan Stanley
    New York, NY
    New York, NY
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    New York, NY
  • 2005-06-17 → 2007-04-02
    Morgan Stanley Dw Inc.
    New York, NY
    New York, NY
  • 2000-06-28 → 2005-07-08
    Ubs Financial Services Inc.
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-05
  • S66 Uniform Combined State Law Examination
    2000-05-05

View on SEC IAPD

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