Casey Michael Edwards

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-30
NC	RA	APPROVED	2023-04-04

TX RA
APPROVED

Since 2023-10-30
NC RA
APPROVED

Since 2023-04-04

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

4242 Six Forks Rd, Raleigh, NC 27609 • 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	Raleigh	NC	06/2020	03/2023
Bank Of America, N.A.	New York	NY	06/2014	04/2017
Bank Of America, N.A.	Raleigh	NC	03/2023	Present
Bank Of America, N.A.	Raleigh	NC	04/2017	06/2020

06/2020 → 03/2023

Merrill Lynch, Pierce, Fenner, & Smith Incorporated

Raleigh, NC
06/2014 → 04/2017

Bank Of America, N.A.

New York, NY
03/2023 → Present

Bank Of America, N.A.

Raleigh, NC
04/2017 → 06/2020

Bank Of America, N.A.

Raleigh, NC

Other Businesses

I*: 2496361 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Raleigh, NC 27603 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 6/1/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Owner of rental property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-23

S66 Uniform Combined State Law Examination

2023-02-23