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Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-01-16
TX RA APPROVED_RES 2026-01-13
  • NV RA
    APPROVED
    Since 2026-01-16
  • TX RA
    APPROVED_RES
    Since 2026-01-13

Branch Locations

1933 W Craig Rd, North Las Vegas, NV 89032 • United States

6610 N Durango Dr, Las Vegas, NV 89149 • 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
Equitable Advisors, Llc New York NY 07/2023 10/2025
Zf Lafayette IN 06/2018 08/2018
Purdue University West Lafayette IN 09/2014 08/2019
Bison Financial Group Lafayette IN 04/2019 08/2019
Unemployed South Bend IN 08/2019 01/2021
Victory Driveway Elkhart IN 01/2021 10/2021
Smiles For Miles Delivery Henderson NV 11/2021 07/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Las Vegas NV 11/2025 Present
Bank Of America, N.A. North Las Vegas NV 01/2026 Present
  • 07/2023 → 10/2025
    New York, NY
  • 06/2018 → 08/2018
    Zf
    Lafayette, IN
  • 09/2014 → 08/2019
    Purdue University
    West Lafayette, IN
  • 04/2019 → 08/2019
    Bison Financial Group
    Lafayette, IN
  • 08/2019 → 01/2021
    Unemployed
    South Bend, IN
  • 01/2021 → 10/2021
    Victory Driveway
    Elkhart, IN
  • 11/2021 → 07/2023
    Smiles For Miles Delivery
    Henderson, NV
  • 11/2025 → Present
    North Las Vegas, NV
  • 01/2026 → Present
    Bank Of America, N.A.
    North Las Vegas, NV
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-25
  • S66 Uniform Combined State Law Examination
    2023-05-25
Other Names
  • Jaquan Terique Parks
  • Jaquan Terquie Parks

View on SEC IAPD

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