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Derek Holstein

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clearwater, FL

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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 2022-04-13
FL RA APPROVED 2021-05-18
  • TX RA
    APPROVED
    Since 2022-04-13
  • FL RA
    APPROVED
    Since 2021-05-18

Branch Locations

26301 Us Highway 19 N, Clearwater, FL 33761 • 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 Seffner FL 08/2018 Present
Florida State University Tallahassee FL 08/2014 08/2018
Bank Of America, N.A. Seffner FL 03/2022 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-03
  • S66 Uniform Combined State Law Examination
    2021-05-03

View on SEC IAPD

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Other Offices

PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER, FL
PFS INVESTMENTS INC. · CLEARWATER , FL
USA FINANCIAL SECURITIES LLC · Clearwater, FL
BEDINGHAUS FINANCIAL GROUP, INC · CLEARWATER, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Clearwater, FL
EDWARD JONES · CLEARWATER, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · CLEARWATER, FL

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