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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 2025-06-30
NJ RA APPROVED 2023-12-21
  • TX RA
    APPROVED
    Since 2025-06-30
  • NJ RA
    APPROVED
    Since 2023-12-21

Branch Locations

100 Campus Dr, Florham Park, NJ 07932 • 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 Pennington NJ 09/2018 Present
Wake Forest University Winston-Salem NC 08/2014 05/2018
Quick Chek Corporation Whitehouse-Station NJ 05/2015 09/2018
Private Wealth Management Group Princeton NJ 05/2017 08/2017
  • 09/2018 → Present
    Pennington, NJ
  • 08/2014 → 05/2018
    Wake Forest University
    Winston-Salem, NC
  • 05/2015 → 09/2018
    Quick Chek Corporation
    Whitehouse-Station, NJ
  • 05/2017 → 08/2017
    Private Wealth Management Group
    Princeton, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
S63 Uniform Securities Agent State Law Examination 2019-03-11
  • S66 Uniform Combined State Law Examination
    2023-12-20
  • S63 Uniform Securities Agent State Law Examination
    2019-03-11
Other Names
  • Jake Del Greco

View on SEC IAPD

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