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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 2016-03-14
WA RA APPROVED 2016-02-17
  • TX RA
    APPROVED
    Since 2016-03-14
  • WA RA
    APPROVED
    Since 2016-02-17

Branch Locations

10400 Ne 4Th St, Bellevue, WA 98004 • 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, Pierce, Fenner & Smith Incorporated Seattle WA 08/2015 Present
Bank Of America, N.A. Seattle WA 06/2022 Present
Other Businesses

I*3131272 Entity Type: N/A Name of OBA:The L.L. FamilyTrust Address:Seattle Washington Investment Related:No Position, Title, Association:Co-Trustee Start Date:11/05/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Co-Trustee for Self, Spouse

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-16
  • S66 Uniform Combined State Law Examination
    2016-02-16
Other Names
  • Jeffrey Lyle Thomas Lynn
  • Jeffrey Lyle Lynn

View on SEC IAPD

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