Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-10-23
NJ RA APPROVED 2019-05-07
CT RA APPROVED 2018-11-09
  • TX RA
    APPROVED
    Since 2019-10-23
  • NJ RA
    APPROVED
    Since 2019-05-07
  • CT RA
    APPROVED
    Since 2018-11-09

Branch Locations

601 N Wood Ave, Linden, NJ 07036 • 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 Hingham MA 05/2018 04/2019
Radius World Wide Boston MA 09/2015 03/2017
Jack Conway Hingham MA 07/2017 04/2018
Unemployed Hingham MA 03/2017 07/2017
Bank Of America- Merrill Lynch Cranford NJ 03/2024 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 05/2020 01/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 02/2022 03/2024
Bank Of America - Merrill Lynch Westfield NJ 05/2019 04/2020
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-08
  • S66 Uniform Combined State Law Examination
    2018-11-08
Other Names
  • Lorena Alejandra Perez Feliu
  • Lorena Wehle

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Linden, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor