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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 2023-03-01
NC RA APPROVED 2023-02-28
  • TX RA
    APPROVED
    Since 2023-03-01
  • NC RA
    APPROVED
    Since 2023-02-28

Branch Locations

110 E 36Th St, Charlotte, NC 28206 • United States

150 N College St, Charlotte, NC 28255 • 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
Wells Fargo Clearing Services Llc Charlotte NC 07/2021 12/2022
Mid-America Apartment Communities Charlotte NC 07/2020 07/2021
Greystar Charlotte NC 06/2019 07/2020
Peak Campus Charlotte NC 04/2018 06/2019
Pierce Education Properties Gainesville FL 10/2017 12/2017
Collier Companies/ Peak Campus Charlotte NC 03/2016 08/2017
Unemployed Gainesville FL 08/2017 10/2017
Unemployed Charlotte NC 01/2018 03/2018
Digital Intelligence Systems Llc Mclean VA 07/2021 12/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 12/2022 Present
Bank Of America, N.A. Charlotte NC 03/2023 Present
  • 07/2021 → 12/2022
    Charlotte, NC
  • 07/2020 → 07/2021
    Mid-America Apartment Communities
    Charlotte, NC
  • 06/2019 → 07/2020
    Greystar
    Charlotte, NC
  • 04/2018 → 06/2019
    Peak Campus
    Charlotte, NC
  • 10/2017 → 12/2017
    Pierce Education Properties
    Gainesville, FL
  • 03/2016 → 08/2017
    Collier Companies/ Peak Campus
    Charlotte, NC
  • 08/2017 → 10/2017
    Unemployed
    Gainesville, FL
  • 01/2018 → 03/2018
    Unemployed
    Charlotte, NC
  • 07/2021 → 12/2022
    Digital Intelligence Systems Llc
    Mclean, VA
  • 12/2022 → Present
    Charlotte, NC
  • 03/2023 → Present
    Bank Of America, N.A.
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-05
  • S66 Uniform Combined State Law Examination
    2021-11-05
Other Names
  • Joelle Mateola
  • Joelle Oluyanmi Mateola

View on SEC IAPD

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