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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 2023-10-30
SC RA APPROVED 2023-10-09
  • TX RA
    APPROVED
    Since 2023-10-30
  • SC RA
    APPROVED
    Since 2023-10-09

Branch Locations

21 Hatton Pl, Hilton Head Island, SC 29926 • 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
The Vanguard Group, Inc. Charlotte NC 08/2018 09/2023
Robert Half Charlotte NC 01/2018 05/2018
Jackie H. Park, Cpa, Pa Myrtle Beach SC 01/2017 12/2017
Evans, Carter, Kunes, And Bennett, Pa Charleston SC 05/2016 12/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 09/2023 Present
Bank Of America, N.A. Hilton Head Island SC 10/2023 Present
  • 08/2018 → 09/2023
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2018 → 05/2018
    Robert Half
    Charlotte, NC
  • 01/2017 → 12/2017
    Jackie H. Park, Cpa, Pa
    Myrtle Beach, SC
  • 05/2016 → 12/2016
    Evans, Carter, Kunes, And Bennett, Pa
    Charleston, SC
  • 09/2023 → Present
    Hilton Head Island, SC
  • 10/2023 → Present
    Bank Of America, N.A.
    Hilton Head Island, SC
Other Businesses

I*: 1837263 Entity Type: Entity Charitable Name of OBA: Coastal Community Foundation of South Carolina Address: Beaufort, SC Investment Related: No Position, Title, Association: Committee Employee Start Date: 06/17/2024 Number of Hours: 5 hrs monthly Number of Hours during trading: 2 hrs monthly Duties: Coastal Community Foundation works to create communities rich in equity, well-being and opportunity through industry partnerships, thought leadership and advocacy, and by engaging donors who wish to be part of positive changes in coastal South Carolina. As we address policy changes and other large-scale needs to advance equity in our region, we create an environment where donors can amplify the impact of their generosity. I will be on the Committee of Volunteers for the Coastal Community Foundation of South Carolina. Each year, the organization receives applications from local non profit organization requesting funding through the CCF of SC grant programs. I will be part of the committee that reviews the applications, visits the organizations, and ultimately vote on who receives the grant funding I*: 1837264 Entity Type: Name of OBA: Beaufort Regional Chamber of Commerce Address: Beaufort, SC Investment Related: No Position, Title, Association: Other Employee Start Date: 06/01/2024 Number of Hours: 2 hrs monthly Number of Hours during trading: 1 hr monthly Duties: The Chamber provides business growth and learning opportunities to help businesses be more productive and profitable, as well as advocacy and community development initiatives to build a favorable business climate, creating the preferred community to invest, prosper, and enjoy."As an Ambassador, my responsibilities are to meet once a month with the committee of Ambassadors to discuss ongoing economic plans and challenges being faced in Beaufort. The Ambassador Program members are responsibility for volunteering time to help promote and facilitate Chamber events. Additional responsibilities include outreach to new Chamber members to inform on upcoming chamber events. I*: 2086311 Entity Type: Not for Profit Name of OBA: HILTON HEAD AREA COUNCIL OF ESTATE & FINANCIAL ADVISORS Address: Hilton Head, South Carolina 29926 Investment Related: No Position, Title, Association: Member Employee Start Date: 11/12/24 Number of Hours: 12 hours annually Number of Hours during trading: 0 Duties: The entity is designed to provide networking opportunities with local estate planning and financial advisors, The organization meets every other month and generally has a guest speaker to share relevant financial and estate planning topics. I*: 2187342 Entity Type: For Profit Name of OBA: Ebay Address: Beaufort, SC 29906 Investment Related: No Position, Title, Association: Owner Employee Start Date: 5 hrs mthly Number of Hours: 0 Number of Hours during trading: 0 Duties:My wife and I would like to set up an Ebay account and sell unused clothes and home items

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-29
S63 Uniform Securities Agent State Law Examination 2018-10-08
  • S65 Uniform Investment Adviser Law Examination
    2023-07-29
  • S63 Uniform Securities Agent State Law Examination
    2018-10-08
Other Names
  • Elliot Park
  • Elliot Joseph Park

View on SEC IAPD

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