James Henry Heery

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-12-12
SC	RA	APPROVED	2024-06-04
MD	RA	APPROVED	2020-11-24
TX	RA	APPROVED	2020-11-24

GA RA
APPROVED

Since 2024-12-12
SC RA
APPROVED

Since 2024-06-04
MD RA
APPROVED

Since 2020-11-24
TX RA
APPROVED

Since 2020-11-24

Branch Locations

Macon, GA • United States

7501 Wisconsin Ave, Bethesda, MD 20814 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bethesda	MD	06/2019	Present
Washington And Lee University	Lexington	VA	09/2015	05/2019
Berman Capital Advisors	Atlanta	GA	06/2018	08/2018
Jordan Capital Am	Atlanta	GA	06/2017	08/2017
Sea Island Golf Club	St. Simons Island	GA	05/2015	12/2016
Bank Of America, N.A.	Bethesda	MD	07/2022	Present

06/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bethesda, MD
09/2015 → 05/2019

Washington And Lee University

Lexington, VA
06/2018 → 08/2018

Berman Capital Advisors

Atlanta, GA
06/2017 → 08/2017

Jordan Capital Am

Atlanta, GA
05/2015 → 12/2016

Sea Island Golf Club

St. Simons Island, GA
07/2022 → Present

Bank Of America, N.A.

Bethesda, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-23

S66 Uniform Combined State Law Examination

2020-11-23

Other Names

James Heery

View on SEC IAPD

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