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
FL RA APPROVED 2019-07-10
TX RA APPROVED 2019-06-19
  • FL RA
    APPROVED
    Since 2019-07-10
  • TX RA
    APPROVED
    Since 2019-06-19

Branch Locations

13250 University Center Blvd, Fort Myers, FL 33907 • United States

1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534 • 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 Fort Myers FL 11/1993 05/2019
Bofa Securities, Inc. Fort Myers FL 05/2019 06/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 06/2019 Present
Previous Registrations
Other Businesses

I*127691For profit or not for profit: Non-Profit OrganizationName of outside business organization: Collier County Honor FlightInvestment related: NAddress of business:Naples, Florida 34101Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 10/23/2019Number of hours devoted: 20 hour(s) MonthlyNumber of hours devoted during trading hours: 4Duties: Serve on board of Directors for local Honor Flight chapter. Help promote Honor Flight, work with Guardians and Veterans, act as volunteer at all Honor Flight activities and help raise funds for the non-profit. I do NOT serve as treasurer.I*876265For profit or not for profit: Entity For ProfitName of outside business organization: The Gypsy Royal Legends Inc.Investment related: NAddress of business: Cape Coral, Florida, 33991Nature of business: ["Limited Liability Company"]Position, title, association: ["Other"], Start date of relationship: 6/6/2022Number of hours devoted: 30 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Concession stand worker, Dance team booster club - serve at various food and beverage concession stands at local arenaI*1093269For profit or not for profit: Entity For ProfitName of outside business organization: OctapharmaInvestment related: NAddress of business: North Ft. Myers, Florida, 33917Nature of business: ["Corporation"]Position, title, association: ["Other"], Start date of relationship: 11/29/2022Number of hours devoted: 2 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Plasma donor, Donate blood plasma and am comopensated I* 720245 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: Grifols Investment related: no Address of business: Fort Myers, FL, 33966 Nature of business: Corporation Position, title, association: Other Start date of relationship: 02/08/2022 Number of hours devoted: 4 weekly Number of hours devoted during trading hours: 0 Duties: Paid for plasma donations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-24
  • S66 Uniform Combined State Law Examination
    2003-11-24
Other Names
  • Amy L Trotter
  • Amy L Trotter
  • Amy T Mitchell

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Myers, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor