Benjamin Philip Goldsmith

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-12-19
TX	RA	APPROVED	2025-12-19

Branch Locations

11975 Reisterstown Rd, Reisterstown, MD 21136 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	02/2021	12/2025
Outback Steakhouse	134 Shawan Road	MD	02/2014	09/2020
Power Up	Baltimore	MD	07/2016	06/2017
Kc Automotive	Owings Mills	MD	09/2020	02/2021
Bank Of America, N.A.	Hunt Valley	MD	05/2022	12/2025
Wells Fargo Clearing Services, Llc	Columbia	MD	12/2025	Present

02/2021 → 12/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
02/2014 → 09/2020

Outback Steakhouse

134 Shawan Road, MD
07/2016 → 06/2017

Power Up

Baltimore, MD
09/2020 → 02/2021

Kc Automotive

Owings Mills, MD
05/2022 → 12/2025

Bank Of America, N.A.

Hunt Valley, MD
12/2025 → Present

Wells Fargo Clearing Services, Llc

Columbia, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-13

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