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Joshua Blevins

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbus, OH

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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 2020-11-09
OH RA APPROVED 2020-10-12
  • TX RA
    APPROVED
    Since 2020-11-09
  • OH RA
    APPROVED
    Since 2020-10-12

Branch Locations

8890 Lyra Dr, Columbus, OH 43240 • 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 Upper Arlington OH 07/2020 Present
Ronald Blue Trust Alpharetta GA 06/2017 09/2018
Ronald Blue Trust Alpharetta GA 02/2018 07/2020
Liberty University Lynchburg VA 08/2013 08/2017
Bank Of America N.A. Upper Arlington OH 11/2020 Present
  • 07/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Upper Arlington, OH
  • 06/2017 → 09/2018
    Ronald Blue Trust
    Alpharetta, GA
  • 02/2018 → 07/2020
    Ronald Blue Trust
    Alpharetta, GA
  • 08/2013 → 08/2017
    Liberty University
    Lynchburg, VA
  • 11/2020 → Present
    Bank Of America N.A.
    Upper Arlington, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-09
  • S66 Uniform Combined State Law Examination
    2020-10-09
Other Names
  • Joshua David Blevins

View on SEC IAPD

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Other Offices

EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

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