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Grace Mateer

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

Riverside, RI

Jacksonville, FL

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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 2021-11-01
FL RA APPROVED 2020-12-16
  • TX RA
    APPROVED
    Since 2021-11-01
  • FL RA
    APPROVED
    Since 2020-12-16

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States

3400 Pawtucket Ave Ci Client Services, Riverside, RI 02915 • United States

Jacksonville, FL • 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 Jacksonville FL 07/2017 Present
Kipp Impact Middle School Jacksonville FL 07/2016 04/2017
Ennis Pellum & Associates Jacksonville FL 04/2017 06/2017
Florida Institute Of Technology Melbourne FL 10/2016 08/2017
  • 07/2017 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 07/2016 → 04/2017
    Kipp Impact Middle School
    Jacksonville, FL
  • 04/2017 → 06/2017
    Ennis Pellum & Associates
    Jacksonville, FL
  • 10/2016 → 08/2017
    Florida Institute Of Technology
    Melbourne, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-14
S63 Uniform Securities Agent State Law Examination 2015-06-08
  • S66 Uniform Combined State Law Examination
    2020-12-14
  • S63 Uniform Securities Agent State Law Examination
    2015-06-08
Other Names
  • Grace Maree Forbess
  • Grace Forbess

View on SEC IAPD

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