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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-02-08
  • FL RA
    APPROVED
    Since 2017-02-08

Branch Locations

300 S Orange Ave, Orlando, FL 32801 • United States

22 Bull St, Savannah, GA 31401 • 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 Winter Park FL 07/2016 10/2021
Bank Of America, N.A. Winter Park FL 10/2021 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 10/2021 Present
Other Businesses

I*119678 For profit or not for profit: For-Profit Organization Name of outside business organization: Caribiz Holdings LLC Investment related: N Address of business: Orlando, Florida 32828 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 1/1/2019 Number of hours devoted: 12 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Family Holding Company to purchase a vacation property in FL that may be rented off-season. I*1254259 For profit or not for profit: Entity Charitable Name of outside business organization: Second Harvest Food Bank of Central Florida Investment related: N Address of business: Orlando, Florida, 32805, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 6/1/2023 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , Board Member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-03
  • S66 Uniform Combined State Law Examination
    2017-02-03
Other Names
  • Yolanda Dorothy Mcleod
  • Yolanda Mcleod Terry
  • Yolanda Dorothy Mcleod Terry

View on SEC IAPD

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