April Danette Mccarthy

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gastonia, NC

Other Businesses

I*927631, Entity Type: Entity for Profit, Name of OBA: Aloette, Address: Greenville, SC, 29617, Investment Related: No, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date:7/25/2022 No Hours:6 Weekly No Hours during trading: 0 Duties: Aloette sells skin care and makeup. My responsibilities would be selling their skin care and make up lines via social media posts and parties.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-14
• S63 Uniform Securities Agent State Law Examination
  2000-10-18

Other Names

• April Danette Cochran
• April Danette Cochran