Best Investors
Account
Sign in
Best Investors
Account
Sign in
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691
$1.78T regulatory AUM 16,844 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-03-16 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
7310 N Lake Dr, Columbus, GA 31909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R&R Capital Investments, Llc | Columbus | GA | 04/2015 | 09/2016 |
| Aflac, Inc. | Columbus | GA | 09/2016 | 08/2018 |
| Allstate Insurance Company | Atlanta | GA | 09/2018 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | GA | 07/2021 | Present |
| Unemployed | Columbus | GA | 11/2020 | 06/2021 |
| Flac Field Force - Independent Contractor | Columbus | GA | 05/2021 | 05/2021 |
I*3784267 Entity Type: Entity Charitable Name of OBA: Georgia United Methodist Foundation Address: Peachtree Corners, Georgia, 30092 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/31/2026 Number of Hours: 8, Yearly Number of Hours during trading: 0, Yearly Duties: Non-profit organization that provide programs that equip partners to be faithful stewards of their resources while elevating and advancing the church's mission. Offer faith based products (endowments, scholarships, certificates) to churches (UMC, AME, CME, AME Zion). Review reports and make suggestions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-04 |
Reach out to this advisor