Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2009-01-20
IN RA APPROVED 2004-12-13
  • TX RA
    APPROVED_RES
    Since 2009-01-20
  • IN RA
    APPROVED
    Since 2004-12-13

Branch Locations

10800 N Michigan Rd, Zionsville, IN 46077 • 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 Indianapolis IN 10/1999 Present
Bank Of America, N.A. Indianapolis IN 06/2014 Present
Other Businesses

I*2274265, Entity Type: , Name of OBA: S L H TOD BENEFICIARIES ON FILE , Address: Noblesville, Indiana, 46062, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 31-Mar-2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-11
  • S66 Uniform Combined State Law Examination
    2004-12-11
Other Names
  • Jennifer Holland

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Zionsville, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor