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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 2021-02-09
GA RA APPROVED 2021-02-01
  • TX RA
    APPROVED
    Since 2021-02-09
  • GA RA
    APPROVED
    Since 2021-02-01

Branch Locations

3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • 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/Merrill Lynch Atlanta GA 04/2011 02/2019
Rockefeller & Co Llc Atlanta GA 02/2019 01/2021
Rockefeller Financial Llc Atlanta GA 02/2019 01/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 01/2021 Present
Bank Of America, N.A. Atlanta GA 08/2021 Present
Previous Registrations
Other Businesses

I*1153253 For profit or not for profit: Entity For Profit Name of outside business organization: Salem's Finest AKC Chihuahuas Investment related: N Address of business: Kezier, Oregon, 97307 Nature of business: ["Corporation"] Position, title, association: ["Other"], Start date of relationship: 2/25/2023 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Assist dog breeder as in cabin flight nanny, delivering pets to their future home., Assist dog breeder as in cabin flight nanny, delivering pets to their future home

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-16
  • S66 Uniform Combined State Law Examination
    2011-12-16
Other Names
  • Angela B Copeland
  • Angela Beth Copeland
  • Angela B. Cain

View on SEC IAPD

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