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Otavio Peruzzo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lakeland, FL

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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 2024-08-20
FL RA APPROVED 2024-08-09
  • TX RA
    APPROVED
    Since 2024-08-20
  • FL RA
    APPROVED
    Since 2024-08-09

Branch Locations

100 S Kentucky Ave, Lakeland, FL 33801 • 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
Citigroup Tampa FL 11/2018 07/2024
Refrigeracao Panan Dourados 01/2013 05/2018
Extended Travel Valrico FL 06/2018 10/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeland FL 07/2024 Present
Home Depot Inc Brandon FL 08/2018 11/2018
Bank Of America, N.A. Lakeland FL 08/2024 Present
  • 11/2018 → 07/2024
    Citigroup
    Tampa, FL
  • 01/2013 → 05/2018
    Refrigeracao Panan
    Dourados
  • 06/2018 → 10/2018
    Extended Travel
    Valrico, FL
  • 07/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lakeland, FL
  • 08/2018 → 11/2018
    Home Depot Inc
    Brandon, FL
  • 08/2024 → Present
    Bank Of America, N.A.
    Lakeland, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-17
  • S66 Uniform Combined State Law Examination
    2023-08-17

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL
WISDOM PLANNING GROUP · Lakeland, FL
HPS SOLUTIONS LLC · LAKELAND, FL
EDWARD JONES · LAKELAND, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakeland, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LAKELAND, FL

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