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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 2025-09-02
  • FL RA
    APPROVED
    Since 2025-09-02

Branch Locations

22 Bull St, Savannah, GA 31401 • United States

300 S Orange Ave, Orlando, FL 32801 • 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
Jpmorgan Securities Llc New York NY 06/2010 04/2020
Jpmorgan Chase Bank Na New York NY 07/2011 04/2020
Jpmorgan Chase Bank Na Orlando FL 05/2021 08/2025
Jpmorgan Securities Llc Orlando FL 05/2021 08/2025
Csm Capital Corporation Orlando FL 04/2020 01/2022
Heart Of Florida United Way Orlando FL 10/2022 12/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 08/2025 Present
  • 06/2010 → 04/2020
    Jpmorgan Securities Llc
    New York, NY
  • 07/2011 → 04/2020
    Jpmorgan Chase Bank Na
    New York, NY
  • 05/2021 → 08/2025
    Jpmorgan Chase Bank Na
    Orlando, FL
  • 05/2021 → 08/2025
    Jpmorgan Securities Llc
    Orlando, FL
  • 04/2020 → 01/2022
    Csm Capital Corporation
    Orlando, FL
  • 10/2022 → 12/2023
    Heart Of Florida United Way
    Orlando, FL
  • 08/2025 → Present
    Orlando, FL
Previous Registrations
Other Businesses

I*2744280Entity Type: CharitableName of OBA: Heart of Florida United WayAddress:Orlando FloridaInvestment Related:NoPosition, Title, Association:Board MemberStart Date:08/15/2025No Hours: 2 MonthlyNo Hours during trading:2 MonthlyDuties:board member I*2898282 Entity Type: Charitable Name of OBA: Lake Highland Preparatory School Board of Visitors Address:Orlando Florida Investment Related:No Position, Title, Association:Board Member Start Date:09/17/2025 No Hours: 12 Yearly No Hours during trading:12 Yearly Duties:To serve as an advisory board and informed goodwill ambassadors for Lake Highland in the community. This is an advisory board for the school. I am expected to attend quarterly board meetings where the school's administrators give updates about the school and new initiatives/projects. I am expected to listen and give my opinion on proposed changes. I*2898284 Entity Type: N/A Name of OBA: Lake Nona Ladies Association Address:Orlando Florida Investment Related:No Position, Title, Association:Board Member Start Date:0/09/2025 No Hours: 20 Yearly No Hours during trading:0 Yearly Duties:I am expected to attend quarterly board meetings and offer my advice on upcoming events planned at the country club

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-15
S63 Uniform Securities Agent State Law Examination 2009-01-07
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15
  • S63 Uniform Securities Agent State Law Examination
    2009-01-07
Other Names
  • Grace Christine Sterritt
  • Grace Sterritt Chehansky

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