Best Investors Account Sign in

Bryce Moritz

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Huntersville, NC

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-05-16
NC RA APPROVED 2022-03-15
  • TX RA
    APPROVED
    Since 2022-05-16
  • NC RA
    APPROVED
    Since 2022-03-15

Branch Locations

8015 W Kenton Cir, Huntersville, NC 28078 • 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 Clayton NC 11/2021 Present
Bank Of America N.A. Clayton NC 11/2021 Present
Clemson University Clemson SC 08/2018 04/2021
Saint Marys College Of Maryland St Marys City MD 08/2017 05/2018
Hereford High School Hereford MD 08/2013 08/2017
Bank Of America N.A. Hunt Valley MD 06/2019 08/2019
Unemployed Raleigh NC 05/2021 10/2021
  • 11/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Clayton, NC
  • 11/2021 → Present
    Bank Of America N.A.
    Clayton, NC
  • 08/2018 → 04/2021
    Clemson University
    Clemson, SC
  • 08/2017 → 05/2018
    Saint Marys College Of Maryland
    St Marys City, MD
  • 08/2013 → 08/2017
    Hereford High School
    Hereford, MD
  • 06/2019 → 08/2019
    Bank Of America N.A.
    Hunt Valley, MD
  • 05/2021 → 10/2021
    Unemployed
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-14
  • S66 Uniform Combined State Law Examination
    2022-03-14

View on SEC IAPD

Other Firms

CORNERSTONE WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
STRATEGIC ADVISERS LLC

Other Investors

ANDREW KELSEY SMITH
BRENDA HANCE PRESSLEY
RACHEL LEE POSNER
WHITNEY ANNE PAPPAS
Rodney Thomas Wendt
RICHARD GORDON FALLON
Robert William Benton
KARA Buteau KUNZ

Other Offices

CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hunterville, NC
CORNERSTONE WEALTH · Huntersville, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC

More in Huntersville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor