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Jeffrey Lee Garcia

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsford, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
TX RA APPROVED 2020-04-14
CT RA APPROVED 2018-11-16
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED
    Since 2020-04-14
  • CT RA
    APPROVED
    Since 2018-11-16

Branch Locations

1241 Pittsford Victor Rd, Pittsford, NY 14534 • 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 Pittsford NY 08/2018 Present
Centra Financial Group Rochester NY 03/2018 08/2018
Unemployed Fairport NY 09/2017 03/2018
Coast Professional Inc Rochester NY 05/2017 09/2017
Continental Service Group Dba Conserve Fairport NY 02/2007 04/2017
Bank Of America, N.A. Pittsford NY 10/2018 Present
  • 08/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pittsford, NY
  • 03/2018 → 08/2018
    Centra Financial Group
    Rochester, NY
  • 09/2017 → 03/2018
    Unemployed
    Fairport, NY
  • 05/2017 → 09/2017
    Coast Professional Inc
    Rochester, NY
  • 02/2007 → 04/2017
    Continental Service Group Dba Conserve
    Fairport, NY
  • 10/2018 → Present
    Bank Of America, N.A.
    Pittsford, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-15
  • S66 Uniform Combined State Law Examination
    2018-11-15
Other Names
  • Jeffrey Lee Garcia
  • Jeff Garcia
  • Jeffrey Garcia

View on SEC IAPD

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ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
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MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
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