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Zachary Allen

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport News, VA

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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_RES 2023-05-15
VA RA APPROVED 2019-12-04
  • TX RA
    APPROVED_RES
    Since 2023-05-15
  • VA RA
    APPROVED
    Since 2019-12-04

Branch Locations

11820 Fountain Way, Newport News, VA 23606 • 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 Newport News VA 08/2019 Present
Old Dominion University Norfolk VA 08/2016 08/2019
Best Buy Inc. Newport News VA 07/2017 08/2018
Bank Of America, N.A. Newport News VA 09/2019 Present
  • 08/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Newport News, VA
  • 08/2016 → 08/2019
    Old Dominion University
    Norfolk, VA
  • 07/2017 → 08/2018
    Best Buy Inc.
    Newport News, VA
  • 09/2019 → Present
    Bank Of America, N.A.
    Newport News, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-03
  • S66 Uniform Combined State Law Examination
    2019-12-03
Other Names
  • Zachary Robert Allen

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Newport News, VA
LPL FINANCIAL LLC · NEWPORT NEWS, VA
OCTOBER EFFECT LTD. · Newport News, VA
INTERACTIVE FINANCIAL ADVISORS · Newport News, VA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEWPORT NEW, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newport News, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Newport News, VA
HAAS INVESTMENT MANAGEMENT LLC · NEWPORT NEWS, VA

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