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Edwin Bermudez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD

Florham Park, NJ

Colonia, 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 2022-07-26
NJ RA APPROVED 2022-07-11
  • TX RA
    APPROVED
    Since 2022-07-26
  • NJ RA
    APPROVED
    Since 2022-07-11

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • United States

100 Campus Dr, Florham Park, NJ 07932 • United States

Colonia, NJ • 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
Wachovia Bank, N.A. Edison NJ 04/2011 05/2022
Wells Fargo Advisors Llc Edison NJ 05/2008 11/2016
Wells Fargo Clearing Services, Llc Edison NJ 11/2016 05/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 05/2022 Present
  • 04/2011 → 05/2022
    Wachovia Bank, N.A.
    Edison, NJ
  • 05/2008 → 11/2016
    Wells Fargo Advisors Llc
    Edison, NJ
  • 11/2016 → 05/2022
    Wells Fargo Clearing Services, Llc
    Edison, NJ
  • 05/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Iselin, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-07
S63 Uniform Securities Agent State Law Examination 2008-06-25
  • S66 Uniform Combined State Law Examination
    2022-07-07
  • S63 Uniform Securities Agent State Law Examination
    2008-06-25
Other Names
  • Edwin Bermudez
  • Edwin Bermudez

View on SEC IAPD

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Other Offices

GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD
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GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD
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