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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-17
NY RA APPROVED 2021-04-19
TX RA APPROVED_RES 2020-07-02
CT RA APPROVED 2014-03-21
  • NJ RA
    APPROVED
    Since 2025-11-17
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED_RES
    Since 2020-07-02
  • CT RA
    APPROVED
    Since 2014-03-21

Branch Locations

266 Merrick Rd, Lynbrook, NY 11563 • United States

Hewlett, NY • 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 Hewlett NY 03/2014 Present
Bank Of America, N.A. Hewlett NY 04/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-21
  • S66 Uniform Combined State Law Examination
    2012-11-21
Other Names
  • Jeremy Jacobs

View on SEC IAPD

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