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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-07-19
TX RA APPROVED 2012-07-17
  • FL RA
    APPROVED
    Since 2012-07-19
  • TX RA
    APPROVED
    Since 2012-07-17

Branch Locations

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States

Saint Augustine, FL • 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
Merrill Lynch Jacksonville FL 04/2012 Present
Bank Of America, N.A. Jacksonville FL 04/2012 Present
  • 04/2012 → Present
    Merrill Lynch
    Jacksonville, FL
  • 04/2012 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Other Businesses

I*: 2629262 Entity Type: Fiduciary role Name of OBA: Peter Smulcheski Address: New Smyrna Beach, FL 32168 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 7/18/2023 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-14
  • S66 Uniform Combined State Law Examination
    2012-07-14

View on SEC IAPD

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