Olivia J Gierlich

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2015-01-02
CT	RA	APPROVED	2014-10-16

TX RA
APPROVED

Since 2015-01-02
CT RA
APPROVED

Since 2014-10-16

Branch Locations

Cambridge, MA • United States

25 Burlington Mall Rd, Burlington, MA 01803 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Burlington	MA	07/2014	Present
Bank Of America, N.A.	Burlington	MA	09/2014	Present

07/2014 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Burlington, MA
09/2014 → Present

Bank Of America, N.A.

Burlington, MA

Other Businesses

I*3612267 Entity Type: HOA, Co-Op, Freehold Name of OBA: Kirkland Street Condo Association Address: Cambridge, Massachusetts, 2138 Investment Related: No Position, Title, Association: Other Employee Start Date: 01/26/2026 Number of Hours: 1.5, Monthly Number of Hours during trading: 0 Duties: This is the HOA for my condo there are only three units so I will be on a signer on the bank account for shared expenses Paying joint bills for our 3 condo unit such as a property manager, snow removal costs, water, insurance, etc., open and closing accounts as needed, changing signors as needed, filing for a tax id number with IRS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-10-15
S63	Uniform Securities Agent State Law Examination	2014-04-29

S66 Uniform Combined State Law Examination

2014-10-15
S63 Uniform Securities Agent State Law Examination

2014-04-29