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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 2021-09-16
FL RA APPROVED 2018-09-26
  • TX RA
    APPROVED_RES
    Since 2021-09-16
  • FL RA
    APPROVED
    Since 2018-09-26

Branch Locations

9000 Southside Blvd, Jacksonville, FL 32256 • United States

401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States

Weston, FL • 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 Weston FL 07/1990 Present
Other Businesses

Fort Lauderdale Strikers Cheerleader Director (non investment related) 5201 NW 12 Ave Fort Lauderdale Fl 33309. 2014-2016, 20 hours per week - non-trading hours. Responsibilities were to direct and manage the cheerleaders and run the cheer program for the pro soccer team I*1228319For profit or not for profit: Entity For ProfitName of outside business organization: (NAME) Revokable TrustInvestment related: NAddress of business: West Palm Beach, Florida, 33410Nature of business: ["Sole Proprietorship"]Position, title, association: ["Other"], Start date of relationship: 4/1/2023Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Sole owner and trustee, I am the trustee and the homeowner. This was my deceased mother's primary residence that I will be renting out. I*1240261For profit or not for profit: Entity For ProfitName of outside business organization: (NAME) Rev TrustInvestment related: NAddress of business: West Palm Beach, Florida, 33410Nature of business: ["Sole Proprietorship"]Position, title, association: ["Owner"], Start date of relationship: 4/4/2023Number of hours devoted: 12 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Receiving rents from property - am planning to have it managed by a property manager. I*2041271, Entity Type, Entity for Profit, Name of OBA: (Name) 405 WPB, Address: West Palm Beach, FL, 33401, Investment Related: No, Position, Title, Association: Owner, Employee Start Date: 11/01/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: Owner. I*462133 Entity Type: Entity For Profit Name of OBA: SunDanz Dancers Address: Cooper City, Florida, 33330 Investment Related: No Position, Title, Association: Director,Owner Employee Start Date: 10/02/2006 Number of Hours: 15, Monthly Number of Hours during trading: 0, Monthly Duties: We are a dance team that performs at local community and sporting events Director and Choreographer

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-08
  • S66 Uniform Combined State Law Examination
    2018-09-08
Other Names
  • Jeanne Ann Machac
  • Jeannie Ann Machac
  • Jeannie Ann Wolk
  • Jeanne Ann Wolk
  • Jeannie A Machac
  • Jeanne Wolk

View on SEC IAPD

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