Casey Allen Everett

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-10-06
GA	RA	APPROVED	2021-09-07

TX RA
APPROVED

Since 2021-10-06
GA RA
APPROVED

Since 2021-09-07

Branch Locations

1890 Epps Bridge Pkwy, Athens, GA 30606 • 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

Organization	City	State	From	To
Bank Of America	Athens	GA	12/2018	Present
University Of Georgia	Athens	GA	07/2018	12/2018
Wells Fargo	Athens	GA	04/2014	07/2018

12/2018 → Present

Bank Of America

Athens, GA
07/2018 → 12/2018

University Of Georgia

Athens, GA
04/2014 → 07/2018

Wells Fargo

Athens, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-02

S66 Uniform Combined State Law Examination

2021-09-02

Other Names

Casey Everett

View on SEC IAPD

Other Firms

CANNON FINANCIAL STRATEGISTS, INC.

PARK AVENUE SECURITIES LLC

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

KINGSWOOD WEALTH ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

KRISTIN LYNN SMITH

JOHN RUFUS COLE

RACHEL ANN SMITH

LOUIS NICHOLAS PAPPAS

Stephen Kuzniak

R. Marshall Danner

Other Offices

CANNON FINANCIAL STRATEGISTS, INC. · ATHENS, GA

PARK AVENUE SECURITIES LLC · Athens, GA

ELWOOD & GOETZ · ATHENS, GA

LPL FINANCIAL LLC · ATHENS, GA

EDWARD JONES · ATHENS, GA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA

KINGSWOOD WEALTH ADVISORS, LLC · Athens, GA

More in Athens, GA

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