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Yvonne Michele Steveson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

Philadelphia, PA

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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 2015-07-17
TX RA APPROVED 2015-07-17
  • PA RA
    APPROVED
    Since 2015-07-17
  • TX RA
    APPROVED
    Since 2015-07-17

Branch Locations

9000 Southside Blvd Global Human Resources- The Academy, Jacksonville, FL 32256 • United States

1600 Jfk Blvd, Philadelphia, PA 19103 • 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 Philadelphia PA 07/2015 Present
Previous Registrations
  • 2011-05-18 → 2015-06-25
    Barclays Capital Inc.
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-17
S63 Uniform Securities Agent State Law Examination 2005-05-17
  • S65 Uniform Investment Adviser Law Examination
    2011-05-17
  • S63 Uniform Securities Agent State Law Examination
    2005-05-17
Other Names
  • Yvonne Michele Steveson-Halbert
  • Yvonne Michele Steveson Halbert
  • Yvonne Michele Steveson

View on SEC IAPD

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