Best Investors Account Sign in

Corey David Short

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hiram, GA

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-06
GA RA APPROVED 2025-02-26
  • TX RA
    APPROVED_RES
    Since 2025-03-06
  • GA RA
    APPROVED
    Since 2025-02-26

Branch Locations

4900 Jimmy Lee Smith Pkwy, Hiram, GA 30141 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marietta GA 09/2024 Present
Woodforest National Banker Atlanta GA 06/2021 09/2024
Carmax Auto Finance Kennesaw GA 04/2019 12/2020
Unemployed Powder Springs GA 12/2020 06/2021
Suntrust Bank Marietta GA 04/2016 02/2018
Waffle House Hiram GA 03/2018 04/2019
Bank Of America, N.A. Marietta GA 01/2025 Present
  • 09/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Marietta, GA
  • 06/2021 → 09/2024
    Woodforest National Banker
    Atlanta, GA
  • 04/2019 → 12/2020
    Carmax Auto Finance
    Kennesaw, GA
  • 12/2020 → 06/2021
    Unemployed
    Powder Springs, GA
  • 04/2016 → 02/2018
    Suntrust Bank
    Marietta, GA
  • 03/2018 → 04/2019
    Waffle House
    Hiram, GA
  • 01/2025 → Present
    Bank Of America, N.A.
    Marietta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-24
S63 Uniform Securities Agent State Law Examination 2013-10-09
  • S66 Uniform Combined State Law Examination
    2025-02-24
  • S63 Uniform Securities Agent State Law Examination
    2013-10-09
Other Names
  • Corey D Short
  • Corey Short
  • Corey Short
  • Corey David Short

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MONEY CONCEPTS CAPITAL CORP
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC

Other Investors

PATRICIA ANN MACK
Brandon L Courson
Jeffrey F Moore
COREY JAMES MARTIN
Rod R Bazarsky
Micah Garrick Laughlin
BRADLEY J COOPER
Brian Edward Adams

Other Offices

TRUIST ADVISORY SERVICES, INC. · HIRAM, GA
EDWARD JONES · Hiram, GA
EDWARD JONES · DALLAS, GA
WELLS FARGO CLEARING SERVICES, LLC · POWDER SPRINGS, GA
EDWARD JONES · Powder Springs, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Powder Spgs, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · POWDER SPRINGS, GA
MONEY CONCEPTS CAPITAL CORP · Powder Springs, GA

More in Hiram, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor