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Theresa L Boulos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-01
NJ RA APPROVED 2008-05-01
  • TX RA
    APPROVED_RES
    Since 2014-08-01
  • NJ RA
    APPROVED
    Since 2008-05-01

Branch Locations

77 Broad St, Red Bank, NJ 07701 • 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 Freehold NJ 10/2007 Present
Bank Of America, Na Freehold NJ 12/2009 Present
  • 10/2007 → Present
    Merrill Lynch
    Freehold, NJ
  • 12/2009 → Present
    Bank Of America, Na
    Freehold, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-24
  • S66 Uniform Combined State Law Examination
    2008-04-24
Other Names
  • Theresa Lo Monaco
  • Theresa Boulos

View on SEC IAPD

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CLEAR WAVE WEALTH MANAGEMENT, LLC · RED BANK, NJ
MILLINGTON SECURITIES, LLC · RED BANK, NJ
HARTSHORNE GROUP, LLC · RED BANK, NJ
WBI INVESTMENTS, LLC · RED BANK, NJ
PRINCETON CAPITAL MANAGEMENT LLC · RED BANK, NJ
ATLAS PRIVATE WEALTH ADVISORS · RED BANK, NJ
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