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Patrick Michael Mcconnell

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fleming Island, FL

Boston, MA

Jacksonville, FL

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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 2024-12-09
FL RA APPROVED 2024-06-14
  • TX RA
    APPROVED
    Since 2024-12-09
  • FL RA
    APPROVED
    Since 2024-06-14

Branch Locations

Fleming Island, FL • United States

100 Federal St Ci Business Controls, Boston, MA 02110 • United States

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 Jacksonville FL 04/2020 Present
Credit Management Solutions Fleming Island FL 05/2016 12/2019
Helzberg Diamonds Jacksonville FL 03/2009 04/2018
Unemployed Fleming Island FL 12/2019 02/2020
Symrise Jacksonville FL 02/2020 03/2020
  • 04/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 05/2016 → 12/2019
    Credit Management Solutions
    Fleming Island, FL
  • 03/2009 → 04/2018
    Helzberg Diamonds
    Jacksonville, FL
  • 12/2019 → 02/2020
    Unemployed
    Fleming Island, FL
  • 02/2020 → 03/2020
    Symrise
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-03-01

View on SEC IAPD

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