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Megan Marie Martinez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clearwater, FL

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 2020-10-14
FL RA APPROVED 2020-09-03
  • TX RA
    APPROVED
    Since 2020-10-14
  • FL RA
    APPROVED
    Since 2020-09-03

Branch Locations

3000 Enterprise Rd E, Clearwater, FL 33759 • United States

1640 Gulf To Bay Blvd, Clearwater, FL 33755 • 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 Tampa FL 05/2019 Present
Bank Of America N.A. Tampa FL 05/2019 Present
Cascle Inc. Largo FL 08/2018 05/2019
Applied Technology Resources Seminole FL 03/2018 04/2018
Efx Corp. Clearwater FL 07/2016 04/2017
Homemaker Largo FL 04/2018 08/2018
Homemaker Largo FL 04/2017 03/2018
  • 05/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tampa, FL
  • 05/2019 → Present
    Bank Of America N.A.
    Tampa, FL
  • 08/2018 → 05/2019
    Cascle Inc.
    Largo, FL
  • 03/2018 → 04/2018
    Applied Technology Resources
    Seminole, FL
  • 07/2016 → 04/2017
    Efx Corp.
    Clearwater, FL
  • 04/2018 → 08/2018
    Homemaker
    Largo, FL
  • 04/2017 → 03/2018
    Homemaker
    Largo, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-01
  • S66 Uniform Combined State Law Examination
    2020-09-01
Other Names
  • Megan Martinez

View on SEC IAPD

Other Firms

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USA FINANCIAL SECURITIES LLC
BEDINGHAUS FINANCIAL GROUP, INC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

HEIDE REBECCA DELUCA
ESTHER LYNN ROPP
PAUL SELF
MICHAEL JAMES BURROWS
ERIK N GOLUB
RAY ALLEN LONG
TODD DANIEL BASLER
JOAN ELISE KREBEL

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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