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Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691
$1.78T regulatory AUM 16,844 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-28 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
9000 Southside Blvd Bldg 400, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2021 | 04/2022 |
| Zaxby's | Jacksonville | FL | 01/2020 | 06/2021 |
| Paxon School For Advanced Studies | Jacksonville | FL | 08/2016 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2022 | Present |
| Ups | Jacksonville | FL | 06/2022 | 06/2022 |
I*: 1993274 Entity Type: Church or Religious Organization Name of OBA: The Bridge of HYA Address: Jacksonville, FL 32205 Investment Related: No Position, Title, Association: Committee, Treasurer Employee Start Date: 09/09/2024 Number of Hours: 5 hrs mthly Number of Hours during trading: 0 Duties: This is an entity that strives to specifically empower Christian adolescents and young adults in the Haitian-American community in Jacksonville. This is a not for profit entity that will be supporting itself through donations and grants. I'll be assisting with the planning and leadership for this initiative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-13 |
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