Delores E Jones Rapoport

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

• 09/2015 → 11/2016
  Wells Fargo Advisors Llc
  Atlanta, GA
• 09/2015 → 09/2017
  Wells Fargo Bank Na
  Atlanta, GA
• 11/2016 → 09/2017
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 08/2017 → 05/2024
  Suntrust Banker
  Smyrna, GA
• 08/2017 → 05/2024
  Suntrust Investment Services, Inc
  Atlanta, GA
• 08/2017 → 05/2024
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Previous Registrations

• 2017-09-18 → 2024-05-21
  Truist Advisory Services, Inc.
  Smyrna, GA
  Smyrna, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2015-12-02 → 2017-08-16
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Atlanta, GA

Other Businesses

WE BUILD BLACK POSITION: Board Member NATURE: We Build Black Inc. has designed a program that can systematically bridge the gap between those in need of employment and the tech industry in dire need of entry-level computer scientists. We Build Black has developed a workforce development program named FAST TRACK that will educate underserved New Yorkers with skills in computer science and give them the tools to secure employment in the tech industry. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2022 ADDRESS: Brooklyn, NY, United States DESCRIPTION: Helping the organization with getting corporations to engage in the program and hiring the individuals that are being trained. INTELETRAVEL POSITION: Travel Advisor NATURE: Travel services company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2022 ADDRESS: 1625 South Congress Ave - Ste 100 FL, United States DESCRIPTION: Organize travel and trips for clients. OVARIAN CANCER INSTITUTE POSITION: Board Member NATURE: Conducts cancer research cures. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: Assist with seeking out foundation grant opportunities. Entity Type: N/A Name of OBA: Mind Blowing Happiness LLC, Address:235 Peachtree St, Atlanta, GA 30303 Investment Related:No Position, Title, Association:Board Member Start Date:1/3/2023 No Hours: 2 per month No Hours during trading:0 Duties:Give feedback on organizations website. I*1928268 Entity Type, Name of OBA: Entity CharitableThe Ovarian Cancer Institute Address: AtlantaGeorgia30327 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 06/19/2023 No Hours: 5 Monthly No Hours during trading: 0 Duties: Organizations mission is to find a test that diagnosis early stage ovarian cancer. I*: 2581267 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Powder Springs, GA 30127 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 12/03/2024 Number of Hours: 2 hrs annually Number of Hours during trading: 0 Duties: Sole owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2015-12-01
• S63 Uniform Securities Agent State Law Examination
  2008-01-17

Other Names

• Delores Rapoport
• Delores Eva Jones-Rapoport
• Delores Eva Jones Rapoport
• Delores Eva Rapoport