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Natasha S Mcdonald

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD

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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_RES 2023-06-08
MD RA APPROVED 2023-04-07
  • TX RA
    APPROVED_RES
    Since 2023-06-08
  • MD RA
    APPROVED
    Since 2023-04-07

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • 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
Jp Morgan Securities Llc Los Altos CA 09/2015 04/2017
Jp Morgan Chase Bank Los Altos CA 09/2015 04/2017
Wells Fargo Clearing Services, Llc. Potomac MD 06/2017 03/2023
Wells Fargo Clearing Services, Llc. Potomac MD 06/2017 03/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bethesda MD 03/2023 Present
Bank Of America N.A. North Bethesda MD 04/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-29
S63 Uniform Securities Agent State Law Examination 2015-12-14
  • S65 Uniform Investment Adviser Law Examination
    2019-08-29
  • S63 Uniform Securities Agent State Law Examination
    2015-12-14
Other Names
  • Natasha S Campbell
  • Natasha Shudian Campbell
  • Natasha Shudian Mcdonald
  • Natasha Mcdonald

View on SEC IAPD

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Other Offices

GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD
CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD
GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
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EDWARD JONES · Rockville, MD
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