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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-30 |
| FL | RA | APPROVED | 2024-04-10 |
Branch Locations
301 Se 17Th St, Ocala, FL 34471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Belleview | FL | 08/2022 | Present |
| Onedigital | Orlando | FL | 04/2021 | 07/2021 |
| Wells Fargo Bank | Gainesville | FL | 04/2018 | 04/2021 |
| Kane Furniture Corporation | Ocala | FL | 09/2021 | 07/2022 |
| Unemployed | Ocala | FL | 06/2016 | 04/2018 |
I*1749282Entity Type: For ProfitName of OBA: UndecidedAddress:Ocala, FLInvestment Related:NoPosition, Title, Association:OwnerStart Date:03/31/2024No Hours: 8 MonthlyNo Hours during trading:0Duties:Business activities would include the sale of online retail products through drop shippingI*1823260, Entity Type Entity Charitable, Name of OBA: Tabernacle of Fire Address: ocalaFlorida 34474 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date:05/31/2024 No Hours: 8 monthly No Hours during trading: 0 Duties: social and spiritual motivational work I*3009264, Entity Type: Entity Charitable, Name of OBA: Festival of Deliverance , Address: Ocala , Florida, 34474, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 10/24/2025, No Hours: 32 Yearly, No Hours during Trading: 0 Yearly, Duties: Serve on the Board in a non financial capacity. My role would be to organize these seminars, and oversee prayer request by engaging and mentoring believers. Non-Profit organization for a religious entity. The organization will be used to empower and bring people to Jesus as a Christian embodiment through Prayer and worship by holding worship seminars online and in person.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-01 |
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