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Jonathan Zachary Wood

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Exton, PA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-06-28
TX RA APPROVED 2007-08-08
NJ RA APPROVED 2007-07-27
  • PA RA
    APPROVED
    Since 2010-06-28
  • TX RA
    APPROVED
    Since 2007-08-08
  • NJ RA
    APPROVED
    Since 2007-07-27

Branch Locations

224 Valley Creek Blvd, Exton, PA 19341 • 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 Exton PA 07/2007 Present
Bank Of America,Na Exton PA 11/2009 Present
Previous Registrations
  • 2007-04-02 → 2007-08-08
    Morgan Stanley & Co. Llc
    West Chester, PA
  • 2006-11-03 → 2007-04-02
    Morgan Stanley Dw Inc.
    West Chester, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-02
  • S66 Uniform Combined State Law Examination
    2006-11-02
Other Names
  • Zach Wood
  • Zachary Wood

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · EXTON, PA
TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA

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