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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 2021-03-03
SC RA APPROVED 2021-02-22
  • TX RA
    APPROVED
    Since 2021-03-03
  • SC RA
    APPROVED
    Since 2021-02-22

Branch Locations

2024 Corporate Centre Dr, Myrtle Beach, SC 29577 • 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 Myrtle Beach SC 05/2016 Present
Appen Butler Hill Surfside Beach SC 07/2015 12/2018
Other Businesses

I*434045 Entity Type: For Profit Name: Sandy Lane Business Investment related: Yes Address: Surfside Beach, SC 29575 Position: Owner Start date: 12/15/2021 Hours devoted: 1 hour Monthly Hours devoted during trading hours: 0 Duties: The purpose of this LLC is changing as my father has sold the property that he was planning to use for rentals. For the time being, the money will be invested in a Merrill account, and an outside checking account will be maintained. I*3298291Entity Type: Fiduciary role Name of OBA: M. D L. Address: Myrtle Beach, SC 29579Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/01/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/SiblingsI*441743Entity Type: For ProfitName of OBA: Stlye MB LLCAddress: Surfside Beach, South Carolina, 29575Investment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 05/13/2019Number of Hours: 30, MonthlyNumber of Hours during trading: 0, MonthlyDuties: provide transportation service through private bookings and Uber/Lyft service. driving/managing reservationsI*3702266, Entity Type For Profit, Name of OBA: M L Public Speaking Address: Surfside Beach South Carolina29575 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/01/2026 No Hours: 8 monthly No Hours during trading: 0 Duties: I expect to speak/engage with symposiums, conferences, etc. most of which will consist of leadership, personal branding, personal growth/development focus. I plan to take part in public speaking activities related to leadership, personal brand, etc. These speaking activities may be online or in person but will never use my financial licenses, Merrill resources or contacts and will not mention any affiliation with Merrill or Bank of America I*4520291 Entity Type: Entity Charitable Name of OBA: Leadership Grand Strand Address: Myrtle Beach, South Carolina, 29577 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/13/2026 Number of Hours: 6, Monthly Number of Hours during trading: 4, Monthly Duties: Leadership Grand Strand is a program sponsored by the Myrtle Beach Area Chamber of Commerce to develop a corps of informed, committed, and qualified individuals capable of providing dynamic leadership for the Grand Strand area. The 10-month program accepts up to 34 participants each year and meets monthly. The Leadership Grand Strand Board of Regents, its committees, and its Executive Director are responsible for the policies and procedures of the program. One full day orientation 5/13/26, one two day board retreat both of which I have PTO for. Every other month board meetings are outside working hours. Monthly from August to April, participation in daytime classes is encouraged.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-19
  • S66 Uniform Combined State Law Examination
    2021-02-19
Other Names
  • Matt Lake
  • Matthew Lee Lake

View on SEC IAPD

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