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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 2005-01-25
FL RA APPROVED 2005-01-20
  • TX RA
    APPROVED
    Since 2005-01-25
  • FL RA
    APPROVED
    Since 2005-01-20

Branch Locations

9000 Southside Blvd Central Business Review Unit, Jacksonville, FL 32256 • United States

1100-1800 American Blvd Central Business Review Unit, Pennington, NJ 08534 • United States

Ponte Vedra, 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 09/2004 Present
Other Businesses

I*2026355, Entity Type Fiduciary, Name of OBA: C and P Irrevocable Living Trust Address: New Paltz, New York, 12561 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 15-Jul-2021 No Hours: 0 No Hours during trading: 0 Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-18
  • S66 Uniform Combined State Law Examination
    2005-01-18
Other Names
  • Jeremy R Costa

View on SEC IAPD

Other Firms

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