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Isabelle D Otero

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL

Savannah, GA

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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 2022-03-30
  • FL RA
    APPROVED
    Since 2022-03-30

Branch Locations

300 S Orange Ave, Orlando, FL 32801 • United States

22 Bull St, Savannah, GA 31401 • 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
Wells Fargo Bank Na Winter Garden FL 07/2015 09/2016
Wells Fargo Advisors, Llc. Winter Garden FL 07/2015 09/2016
Suntrust Investment Services, Inc. Atlanta GA 09/2016 02/2022
Suntrust Bank Orlando FL 09/2016 02/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 02/2022 Present
Bank Of America, N.A. Winter Park FL 02/2022 Present
  • 07/2015 → 09/2016
    Wells Fargo Bank Na
    Winter Garden, FL
  • 07/2015 → 09/2016
    Wells Fargo Advisors, Llc.
    Winter Garden, FL
  • 09/2016 → 02/2022
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 02/2022
    Suntrust Bank
    Orlando, FL
  • 02/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Winter Park, FL
  • 02/2022 → Present
    Bank Of America, N.A.
    Winter Park, FL
Previous Registrations
  • 2016-10-03 → 2022-02-08
    Truist Advisory Services, Inc.
    Ocoee, FL
    Ocoee, FL
    Windermere, FL
  • 2016-09-15 → 2016-12-31
    Truist Investment Services, Inc.
    Ocoee, FL
    Ocoee, FL
    Windermere, FL
  • 2015-08-05 → 2016-09-13
    Wells Fargo Clearing Services, Llc
    Winter Garden, FL
    Orlando, FL
  • 2012-06-29 → 2015-05-26
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Orlando, FL
    Boca Raton, FL
    Orlando, FL
    Charlotte, NC
    Orlando, FL
    Ocoee, FL
    Clermont, FL
    Orlando, FL
    New York, NY
    Atlanta, GA
    Miami, FL
    Merritt Island, FL
    Winter Park, FL
    Merritt Island, FL
    Orlando, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-27
S63 Uniform Securities Agent State Law Examination 2003-12-09
  • S66 Uniform Combined State Law Examination
    2012-06-27
  • S63 Uniform Securities Agent State Law Examination
    2003-12-09
Other Names
  • Belle Otero
  • Isabelle Dias Otero

View on SEC IAPD

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