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Robert Habeeb

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Honolulu, HI

New York, NY

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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 2023-09-05
HI RA APPROVED 2023-07-13
  • TX RA
    APPROVED
    Since 2023-09-05
  • HI RA
    APPROVED
    Since 2023-07-13

Branch Locations

1003 Bishop St, Honolulu, HI 96813 • United States

One Bryant Park, New York, NY 10036 • 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 Honolulu HI 03/2022 Present
Jp Morgan Chase Newton MA 10/2020 03/2022
Giovanni's Roast Beef And Pizza Peabody MA 12/2012 07/2019
Bentley University Waltham MA 09/2018 05/2021
Bank Of America N.A. Honolulu HI 09/2023 Present
  • 03/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Honolulu, HI
  • 10/2020 → 03/2022
    Jp Morgan Chase
    Newton, MA
  • 12/2012 → 07/2019
    Giovanni's Roast Beef And Pizza
    Peabody, MA
  • 09/2018 → 05/2021
    Bentley University
    Waltham, MA
  • 09/2023 → Present
    Bank Of America N.A.
    Honolulu, HI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-25
  • S66 Uniform Combined State Law Examination
    2023-04-25
Other Names
  • Robert Michael Habeeb
  • Robert M Habeeb
  • Robert M Habeeb Jr

View on SEC IAPD

Other Firms

REGENCY CAPITAL MANAGEMENT INC.
WEALTH ALIGNMENT PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
DIVERSIFY ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
KINGSWOOD WEALTH ADVISORS, LLC

Other Investors

Kawika Shoji
GEORGE CHRISTIAN FLOAN HART
IAN YUEN YEE WONG
KELII JK KIAKONA
ERIC-ALLEN TSUTOMU CHING
JENNIFER LEE KUANONI
TYLER YOSHIO TAKAHATA
CHASE SANTOS

Other Offices

REGENCY CAPITAL MANAGEMENT INC. · HONOLULU, HI
WEALTH ALIGNMENT PARTNERS, LLC · HONOLULU, HI
WELLS FARGO CLEARING SERVICES, LLC · HONOLULU, HI
DIVERSIFY ADVISORY SERVICES, LLC · Honolulu, HI
DIVERSIFY ADVISORY SERVICES, LLC · HONOLULU, HI
CETERA INVESTMENT ADVISERS LLC · HONOLULU, HI
MML INVESTORS SERVICES, LLC · HONOLULU, HI
COMMONWEALTH FINANCIAL NETWORK · Honolulu, HI

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