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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 2025-07-28
FL RA APPROVED 2025-07-24
  • TX RA
    APPROVED
    Since 2025-07-28
  • FL RA
    APPROVED
    Since 2025-07-24

Branch Locations

9000 Southside Blvd Ci Relationship 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 03/2025 Present
Creekside Highschool Jacksonville FL 05/2014 06/2017
Columbia University New York NY 09/2017 05/2021
University Of Notre Dame Notre Dame IN 06/2021 05/2022
University Of Notre Dame Notre Dame IN 08/2022 12/2022
Retirement Solutions Specialist Jacksonville FL 05/2019 08/2019
Bank Of America / Merrill Lynch Jacksonville FL 06/2020 08/2020
1St Place Sports Jacksonville FL 09/2020 01/2021
Twinny Llc Jacksonville FL 06/2023 Present
Unemployed Mishawaka IN 01/2023 06/2023
Bank Of America, N.A. Jacksonville FL 08/2026 Present
  • 03/2025 → Present
    Jacksonville, FL
  • 05/2014 → 06/2017
    Creekside Highschool
    Jacksonville, FL
  • 09/2017 → 05/2021
    Columbia University
    New York, NY
  • 06/2021 → 05/2022
    University Of Notre Dame
    Notre Dame, IN
  • 08/2022 → 12/2022
    University Of Notre Dame
    Notre Dame, IN
  • 05/2019 → 08/2019
    Retirement Solutions Specialist
    Jacksonville, FL
  • 06/2020 → 08/2020
    Bank Of America / Merrill Lynch
    Jacksonville, FL
  • 09/2020 → 01/2021
    1St Place Sports
    Jacksonville, FL
  • 06/2023 → Present
    Twinny Llc
    Jacksonville, FL
  • 01/2023 → 06/2023
    Unemployed
    Mishawaka, IN
  • 08/2026 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Other Businesses

I*2295291, Entity Type: Entity For Profit, Name of OBA: Twinny LLC, Address: Jacksonville , Florida, 32259, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 09/08/2023, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: Online apparel business. I am the founder and business owner. I run all operations of the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-23
  • S66 Uniform Combined State Law Examination
    2025-07-23
Other Names
  • Joseph Jackson Storey
  • Joseph J Storey
  • Joseph Storey

View on SEC IAPD

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