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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-10-13
TX RA APPROVED 2018-11-14
  • NM RA
    APPROVED
    Since 2022-10-13
  • TX RA
    APPROVED
    Since 2018-11-14

Branch Locations

520 Newport Center Dr, Newport Beach, CA 92660 • United States

301 Commerce St, Fort Worth, TX 76102 • United States

Willow Park, TX • 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 Fort Worth TX 07/2016 Present
Bank Of America, N.A. Fort Worth TX 07/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-13
  • S66 Uniform Combined State Law Examination
    2018-11-13
Other Names
  • Jonathan Medina

View on SEC IAPD

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