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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 2020-02-04
  • TX RA
    APPROVED
    Since 2020-02-04

Branch Locations

Georgetown, TX • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

800 Capitol St Ste 1560 , Houston, TX 77002 • 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 Georgetown TX 10/2001 Present
Other Businesses

I*4579269 Entity Type: Fiduciary role Name of OBA: W. G. Revocable Trust dated January 29, 2026 Address: Georgetown, Texas, 78628 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 05/17/2031 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor/Trustee Siblings

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-03
  • S66 Uniform Combined State Law Examination
    2020-02-03
Other Names
  • Jamie Brenner
  • Jamie Mclean

View on SEC IAPD

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