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Angela Mcdonnell

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Springfield, MA

Fairfield, CT

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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 2021-10-06
NY RA APPROVED 2021-04-19
CT RA APPROVED 2020-02-13
  • TX RA
    APPROVED
    Since 2021-10-06
  • NY RA
    APPROVED
    Since 2021-04-19
  • CT RA
    APPROVED
    Since 2020-02-13

Branch Locations

1414 Main St, Springfield, MA 01144 • United States

1499 Post Rd, Fairfield, CT 06824 • 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
Kohls Ridgefield CT 11/2007 11/2019
Jp Morgan Securities Llc Wilton CT 09/2015 08/2019
Jp Morgan Chase Bank Wilton CT 09/2015 08/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 08/2019 Present
Bank Of America, N.A. White Plains NY 10/2019 Present
  • 11/2007 → 11/2019
    Kohls
    Ridgefield, CT
  • 09/2015 → 08/2019
    Jp Morgan Securities Llc
    Wilton, CT
  • 09/2015 → 08/2019
    Jp Morgan Chase Bank
    Wilton, CT
  • 08/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    White Plains, NY
  • 10/2019 → Present
    Bank Of America, N.A.
    White Plains, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-12
S63 Uniform Securities Agent State Law Examination 2015-12-09
  • S66 Uniform Combined State Law Examination
    2020-02-12
  • S63 Uniform Securities Agent State Law Examination
    2015-12-09
Other Names
  • Angela Marie Mann
  • Angela Mcdonnell
  • Angela Marie Mcdonnell
  • Angela Mann

View on SEC IAPD

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MARK WILLIAM TEED
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CHARLES M BONATAKIS
JOHN S. BONATAKIS
DIANE LYNN STONE
ANTONIO VENI BASTOS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · SPRINGFIELD, MA
MORGAN STANLEY · Springfield, MA
LPL FINANCIAL LLC · SPRINGFIELD, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SPRINGFIELD, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SPRINGFIELD, MA
HEAPHY INVESTMENTS, LLC · SPRINGFIELD, MA
HEAPHY INVESTMENTS, LLC · Springfield, MA
HEAPHY INVESTMENTS, LLC · SPRINGFIELD, MA

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