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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 2009-10-23
  • TX RA
    APPROVED
    Since 2009-10-23

Branch Locations

1 Cowboys Way, Frisco, TX 75034 • 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
Bank Of America, N.A. Frisco TX 02/2005 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 10/2009 Present
Previous Registrations
  • 2007-12-20 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Dallas, TX
Other Businesses

I*90835 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SUZANNE AND BRANDON INGRAM INVESTMENT RELATED: N ADDRESS OF BUSINESS: FRISCO, TEXAS 75035 NATURE OF BUSINESS: OTHER,OWNED JOINTLY WITH SPOUSE POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 4/15/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A RENTAL PROPERTY I OWN JOINTLY WITH MY SPOUSE. MY ONLY RESPONSIBILITY IS TO MAKE SURE THAT RENT IS RECEIVED ON TIME EACH MONTH. I*93887 For profit or not for profit: For-Profit Organization Name of outside business organization: Suzanne and Brandon Ingram Investment related: N Address of business: MCKINNEY, Texas 75071 Nature of business: Other,Owned jointly with spouse Position, title, association: Owner, Start date of relationship: 3/15/2016 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: This is a rental property I own jointly with my spouse. My only responsibility is to make sure that the rent is received on time each month. I*96663 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SUZANNE AND BRANDON INGRAM INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3777 FM 1461, MCKINNEY, TEXAS 75071 NATURE OF BUSINESS: OTHER, OWNED JOINTLY WITH SPOUSE POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/1/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS A NEW RENTAL PROPERTY I OWN JOINTLY WITH MY SPOUSE. MY ONLY RESPONSIBILITY IS TO MAKE SURE THAT THE RENT IS RECEIVED ON TIME EACH MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-18
  • S66 Uniform Combined State Law Examination
    2007-12-18
Other Names
  • Suzanne E Stevens
  • Suzanne E Stevens

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