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Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-30
FL RA APPROVED 2024-04-10
  • TX RA
    APPROVED
    Since 2024-04-30
  • FL RA
    APPROVED
    Since 2024-04-10

Branch Locations

Ocala, FL • United States

301 Se 17Th St, Ocala, FL 34471 • 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 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
  • 08/2022 → Present
    Belleview, FL
  • 04/2021 → 07/2021
    Onedigital
    Orlando, FL
  • 04/2018 → 04/2021
    Wells Fargo Bank
    Gainesville, FL
  • 09/2021 → 07/2022
    Kane Furniture Corporation
    Ocala, FL
  • 06/2016 → 04/2018
    Unemployed
    Ocala, FL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-08
S63 Uniform Securities Agent State Law Examination 2020-09-01
  • S66 Uniform Combined State Law Examination
    2024-04-08
  • S63 Uniform Securities Agent State Law Examination
    2020-09-01
Other Names
  • Alyssa Lauren Scoon-Brown
  • Alyssa Lauren Shenelle Scoon-Brown
  • Alyssa Scoon

View on SEC IAPD

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