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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 2020-03-30
NC RA APPROVED 2020-03-12
  • TX RA
    APPROVED
    Since 2020-03-30
  • NC RA
    APPROVED
    Since 2020-03-12

Branch Locations

380 Knollwood St, Winston Salem, NC 27103 • 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
Rbc Wealth Management Raleigh NC 01/2016 10/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston-Salem NC 12/2018 Present
Unemployed Kernersville NC 10/2018 11/2018
Bank Of America, N.A. Winston Salem NC 07/2024 Present
  • 01/2016 → 10/2018
    Rbc Wealth Management
    Raleigh, NC
  • 12/2018 → Present
    Winston-Salem, NC
  • 10/2018 → 11/2018
    Unemployed
    Kernersville, NC
  • 07/2024 → Present
    Bank Of America, N.A.
    Winston Salem, NC
Other Businesses

I*: 2516272 Entity Type: Fiduciary Role Name of OBA: L. A K-T Address: Fayetteville, North Carolina, 28305, Investment Related: No Position, Title, Association: Executor, Power of Attorney Employee Start Date: 5/16/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Executor, Power of Attorney for parents

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-11
  • S66 Uniform Combined State Law Examination
    2020-03-11
Other Names
  • Jessica Elizabeth Taylor
  • Jessica Taylor Barger
  • Jessica Barger

View on SEC IAPD

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