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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-27
  • TX RA
    APPROVED
    Since 2024-09-27

Branch Locations

5636 Lemmon Ave, Dallas, TX 75209 • United States

7515 Greenville Ave, Dallas, TX 75231 • United States

1 Cowboys Way, Frisco, TX 75034 • United States

5500 Preston Rd, Dallas, TX 75205 • 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
Fidelity Investments Westlake TX 05/2020 08/2020
Fidelity Investments Westlake TX 05/2019 05/2019
Kindred Homes Southlake TX 06/2018 12/2018
Meat U Anywhere Bbq Trophy Club TX 12/2017 05/2018
Hardeight Bbq Roanoke TX 01/2016 12/2017
Texas Lutheran University Seguin TX 08/2017 12/2017
Tarrant County Community College Hurst TX 01/2018 06/2018
University Of Mississippi Oxford MS 08/2018 05/2021
Byron Nelson High School Trophy Club TX 08/2014 06/2017
Fidelity Investments Westlake TX 05/2021 01/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 02/2023 Present
Bank Of America, N.A. Dallas TX 10/2024 Present
  • 05/2020 → 08/2020
    Fidelity Investments
    Westlake, TX
  • 05/2019 → 05/2019
    Fidelity Investments
    Westlake, TX
  • 06/2018 → 12/2018
    Kindred Homes
    Southlake, TX
  • 12/2017 → 05/2018
    Meat U Anywhere Bbq
    Trophy Club, TX
  • 01/2016 → 12/2017
    Hardeight Bbq
    Roanoke, TX
  • 08/2017 → 12/2017
    Texas Lutheran University
    Seguin, TX
  • 01/2018 → 06/2018
    Tarrant County Community College
    Hurst, TX
  • 08/2018 → 05/2021
    University Of Mississippi
    Oxford, MS
  • 08/2014 → 06/2017
    Byron Nelson High School
    Trophy Club, TX
  • 05/2021 → 01/2023
    Fidelity Investments
    Westlake, TX
  • 02/2023 → Present
    Dallas, TX
  • 10/2024 → Present
    Bank Of America, N.A.
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-26
S63 Uniform Securities Agent State Law Examination 2022-02-22
  • S66 Uniform Combined State Law Examination
    2024-09-26
  • S63 Uniform Securities Agent State Law Examination
    2022-02-22
Other Names
  • Jacob Eugene Frisbie
  • Jacob E Frisbie

View on SEC IAPD

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