Bo H Zhang

Merrill Lynch, Pierce, Fenner & Smith Incorporated

North Bethesda, MD

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-10-01
TX	RA	APPROVED	2024-04-12

MD RA
APPROVED

Since 2025-10-01
TX RA
APPROVED

Since 2024-04-12

Branch Locations

11810 Grand Park Ave, North Bethesda, MD 20852 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Columbia	MD	12/2016	11/2022
Bank Of America, N.A.	Columbia	MD	12/2016	11/2022
Verizon Wireless	Rockville	MD	04/2015	12/2016
J.P. Morgan Securities Llc	Silver Spring	MD	11/2022	02/2024
Jpmorgan Chase Bank, N.A.	Silver Spring	MD	11/2022	02/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bethesda	MD	03/2024	Present
Bank Of America, N.A.	Bethesda	MD	04/2024	Present

12/2016 → 11/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbia, MD
12/2016 → 11/2022

Bank Of America, N.A.

Columbia, MD
04/2015 → 12/2016

Verizon Wireless

Rockville, MD
11/2022 → 02/2024

J.P. Morgan Securities Llc

Silver Spring, MD
11/2022 → 02/2024

Jpmorgan Chase Bank, N.A.

Silver Spring, MD
03/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bethesda, MD
04/2024 → Present

Bank Of America, N.A.

Bethesda, MD

Previous Registrations

2022-11-23 → 2024-02-21

J.P. Morgan Securities Llc

Germantown, MD

Silver Spring, MD

Kensington, MD

Frederick, MD
2020-06-23 → 2022-11-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Silver Spring, MD

Columbia, MD

Silver Spring, MD

Germantown, MD

Germantown, MD

Frederick, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-20

S66 Uniform Combined State Law Examination

2020-06-20

Other Names

Bo H Zhang
Bohe Zhang
Bohe Zhang
Bo He Zhang

View on SEC IAPD

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Brian SCOTT Ewers

STACEE BAIN CRITTENDEN

SYED ABDUL RUMIN

Matthew EVERETT Bosley

Craig ARGENT Dell

DIEGO J DOMINGUEZ

Grant Patrick Furnary

Other Offices

GLASSMAN WEALTH SERVICES, LLC · NORTH BETHESDA, MD

CETERA INVESTMENT ADVISERS LLC · North Bethesda, MD

GLASSMAN WEALTH SERVICES, LLC · BETHESDA, MD

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · North Bethesda, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

AMERIPRISE FINANCIAL SERVICES, LLC · ROCKVILLE, MD

EDWARD JONES · Rockville, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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