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Jeremy W Block

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grand Rapids, MI

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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 2022-08-16
MI RA APPROVED 2022-08-15
  • TX RA
    APPROVED
    Since 2022-08-16
  • MI RA
    APPROVED
    Since 2022-08-15

Branch Locations

250 Monroe Ave Nw, Grand Rapids, MI 49503 • 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 Grand Rapids MI 12/2014 01/2021
Bank Of America, N.A. Grand Rapids MI 01/2010 01/2021
Fifth Third Securities Holland MI 01/2021 08/2022
Fifth Third Bank Holland MI 01/2021 08/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 08/2022 Present
Bank Of America, N.A. Grand Rapids MI 12/2022 Present
Previous Registrations
  • 2021-01-08 → 2022-07-26
    Fifth Third Securities, Inc.
    Ferrysburg, MI
    Holland, MI
    Holland, MI
    Fruitport, MI
    Muskegon, MI
  • 2015-02-12 → 2021-01-05
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Walled Lake, MI
    Walled Lake, MI
    Troy, MI
    Farmington Hills, MI
    Grandville, MI
    Grand Rapids, MI
    Grand Rapids, MI
    Grand Rapids, MI
    Farmington Hills, MI
    Marietta, GA
    Grand Rapids, MI
    Grand Rapids, MI
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-03
  • S66 Uniform Combined State Law Examination
    2015-02-03
Other Names
  • Jeremy Block
  • Jeremy W Block
  • Jeremy Walter Block

View on SEC IAPD

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J. W. COLE ADVISORS, INC. · Grand Rapids, MI
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WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
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