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Courtany Elizabeth Heckman

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wyomissing, PA

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-21
  • PA RA
    APPROVED
    Since 2026-05-21

Branch Locations

985 Berkshire Blvd, Wyomissing, PA 19610 • United States

One Bryant Park, New York, NY 10036 • 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
M&T Bank Birdsboro PA 06/2001 10/2020
M&T Securities Birdsboro PA 09/2004 10/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyomissing PA 10/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-21
S63 Uniform Securities Agent State Law Examination 2004-11-09
  • S66 Uniform Combined State Law Examination
    2026-05-21
  • S63 Uniform Securities Agent State Law Examination
    2004-11-09
Other Names
  • Courtany Elizabeth Smith
  • Courtany Elizabeth Heckman
  • Courtany Smith
  • Courtany E Heckman

View on SEC IAPD

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