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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 2022-06-14
NC RA APPROVED 2022-04-22
  • TX RA
    APPROVED
    Since 2022-06-14
  • NC RA
    APPROVED
    Since 2022-04-22

Branch Locations

800 Green Valley Rd, Greensboro, NC 27408 • 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
Wells Fargo Advisors Llc Greensboro NC 10/2015 11/2016
Wells Fargo Bank Na Greensboro NC 12/2013 09/2017
Wells Fargo Clearing Services, Llc Greensboro NC 11/2016 09/2017
Wells Fargo Bank, Na Greensboro NC 09/2018 11/2021
Wells Fargo Clearing Services, Llc Greensboro NC 09/2018 11/2021
Nc Farm Bureau Insurance Archdale NC 10/2017 09/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 11/2021 Present
Bank Of America, N.A. Greensboro NC 02/2022 Present
  • 10/2015 → 11/2016
    Wells Fargo Advisors Llc
    Greensboro, NC
  • 12/2013 → 09/2017
    Wells Fargo Bank Na
    Greensboro, NC
  • 11/2016 → 09/2017
    Wells Fargo Clearing Services, Llc
    Greensboro, NC
  • 09/2018 → 11/2021
    Wells Fargo Bank, Na
    Greensboro, NC
  • 09/2018 → 11/2021
    Wells Fargo Clearing Services, Llc
    Greensboro, NC
  • 10/2017 → 09/2018
    Nc Farm Bureau Insurance
    Archdale, NC
  • 11/2021 → Present
    Greensboro, NC
  • 02/2022 → Present
    Bank Of America, N.A.
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-21
S63 Uniform Securities Agent State Law Examination 2016-01-07
  • S66 Uniform Combined State Law Examination
    2022-04-21
  • S63 Uniform Securities Agent State Law Examination
    2016-01-07
Other Names
  • Ronald Copeland
  • Ronald Arthur Copeland

View on SEC IAPD

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