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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 2024-08-20
SC RA APPROVED 2024-07-31
  • TX RA
    APPROVED
    Since 2024-08-20
  • SC RA
    APPROVED
    Since 2024-07-31

Branch Locations

1301 Gervais St, Columbia, SC 29201 • 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
University Of South Carolina Columbia SC 08/2017 05/2021
David Wealth Management Group Lexington SC 01/2021 05/2021
Integrity Financial Advisors Lexington SC 06/2019 01/2021
Augusta National Golf Club Augusta GA 04/2021 04/2021
Ups Capital Atlanta GA 06/2020 08/2020
Roadie Atlanta GA 05/2018 08/2018
Cherokee Town & Country Club Atlanta GA 06/2017 08/2018
Ice Rink Events Alpharetta GA 11/2015 01/2018
Milton High School Milton GA 08/2015 05/2017
Lpl Financial Llc Fort Mill SC 06/2021 11/2022
Lpl Financial Llc Lexington SC 12/2022 06/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 07/2024 Present
David Wealth Management Group Lexington SC 12/2022 05/2024
  • 08/2017 → 05/2021
    University Of South Carolina
    Columbia, SC
  • 01/2021 → 05/2021
    David Wealth Management Group
    Lexington, SC
  • 06/2019 → 01/2021
    Integrity Financial Advisors
    Lexington, SC
  • 04/2021 → 04/2021
    Augusta National Golf Club
    Augusta, GA
  • 06/2020 → 08/2020
    Ups Capital
    Atlanta, GA
  • 05/2018 → 08/2018
    Roadie
    Atlanta, GA
  • 06/2017 → 08/2018
    Cherokee Town & Country Club
    Atlanta, GA
  • 11/2015 → 01/2018
    Ice Rink Events
    Alpharetta, GA
  • 08/2015 → 05/2017
    Milton High School
    Milton, GA
  • 06/2021 → 11/2022
    Lpl Financial Llc
    Fort Mill, SC
  • 12/2022 → 06/2024
    Lpl Financial Llc
    Lexington, SC
  • 07/2024 → Present
    Columbia, SC
  • 12/2022 → 05/2024
    David Wealth Management Group
    Lexington, SC
Previous Registrations
Other Businesses

I*2669323, Entity Type: , Name of OBA: University of South Carolina Darla Moore School of Business, Address: Columbia, South Carolina, 29208, Investment Related: N, Position, Title, Association: ["Board Member"], Employee State Date: 07/30/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Group of under 40 alumni selected to represent the "young alumni" of the Moore School and help bring together and maintain young alumni relationships and wellbeing of the School after graduating and throughout your professional career. Serve a three year term to help bring together and maintain young alumni relationships and wellbeing of the School after graduating and throughout your professional career. I*2669322, Entity Type: Entity Charitable, Name of OBA: United Way of the Midlands, Address: Columbia, South Carolina, 29201, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 07/30/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I am part of the Steering Committee and am on a sub committee within known as the volunteer committee where we are responsible for organizing ways to give back in the community. A member of the Steering Committee for the United Way of the Midlands Young Leaders Society. It's a group of under 40's individuals trying to come together to get other young professionals in the Midlands to help live out and support United Way's mission to help individuals and families in need.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-25
  • S66 Uniform Combined State Law Examination
    2023-01-25
Other Names
  • Jeremy Coliton

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