Best Investors Account Sign in

Calvin Lewis Thomas

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Philadelphia, PA

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-10-24
TX RA APPROVED 2023-03-14
PA RA APPROVED 2023-01-31
  • NJ RA
    APPROVED
    Since 2023-10-24
  • TX RA
    APPROVED
    Since 2023-03-14
  • PA RA
    APPROVED
    Since 2023-01-31

Branch Locations

1600 Jfk Blvd, Philadelphia, PA 19103 • 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 Phoenixville PA 07/2022 Present
Bank Of America Philadelphia PA 06/2021 08/2021
Philly Cheesesteak & Wings Limerick PA 05/2017 05/2021
United States Liability Insurance Company King Of Prussia PA 06/2019 05/2022
All Sports Center Collegeville PA 05/2016 05/2017
Deerpark Tavern Newark DE 09/2020 05/2021
  • 07/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Phoenixville, PA
  • 06/2021 → 08/2021
    Bank Of America
    Philadelphia, PA
  • 05/2017 → 05/2021
    Philly Cheesesteak & Wings
    Limerick, PA
  • 06/2019 → 05/2022
    United States Liability Insurance Company
    King Of Prussia, PA
  • 05/2016 → 05/2017
    All Sports Center
    Collegeville, PA
  • 09/2020 → 05/2021
    Deerpark Tavern
    Newark, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-26
  • S66 Uniform Combined State Law Examination
    2023-01-26
Other Names
  • Calvin Thomas

View on SEC IAPD

Other Firms

GLENMEDE INVESTMENT MANAGEMENT, LP
CLARK CAPITAL MANAGEMENT GROUP INC
GLOBAL ADVISERS, LLC
BIOPHY CAPITAL MANAGEMENT LLC
VERITABLE FINANCIALS LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC

Other Investors

JASON DOUGLAS PRIDE
SEAN EDWARD HERON
MICHAEL CRAVENS CROW
Adam Mark Conish
VICTOR TRAN
Eric Jason Richman
Mark Fleming
Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor