Justin Michael Smith

Current Employers

Employment History

• 05/2002 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 09/2009 → Present
  Bank Of America,Na
  Indianapolis, IN

Other Businesses

QUEEN CITY TAX SERVICES, LLC3250 WILKINSON BLVDSTE DCHARLOTTEUNITED STATESNORTH CAROLINA28208NY2MONTHLY01/1/2007OWNERI AM AN ABSENTEE EQUITY INVESTOR WITH NO DAY TO DAY OPERATIONAL RESPONSIBILITIES. I*1265246 For profit or not for profit: Entity Charitable Name of outside business organization: Make a wish Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 5/1/2023 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Purpose of the entity is to raise funds and awareness for children with life threatening conditions. My responsibility to be assist organization in delivering on its mission in Indiana. More specifically: - 15-20 hour commitment per quarter - Train as a wish-granting volunteer - Attend Chapter's Annual Meeting - Participate in internal regional fundraising events (3 per year) - $10,000 give/get requirement

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-03-29
• S65 Uniform Investment Adviser Law Examination
  2004-02-17

Other Names

• Justin Smith