Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-06-15
TX RA APPROVED 2023-01-23
NC RA APPROVED 2022-12-05
  • OH RA
    APPROVED
    Since 2023-06-15
  • TX RA
    APPROVED
    Since 2023-01-23
  • NC RA
    APPROVED
    Since 2022-12-05

Branch Locations

620 S Tryon St, Charlotte, NC 28255 • 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 Charlotte NC 07/2022 Present
University Of South Carolina Columbia SC 08/2018 05/2022
Elder High School Cincinnati OH 08/2014 05/2018
Coastal Flow, Llc Columbia SC 10/2020 03/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 06/2021 08/2021
Unemployed Cincinnati OH 05/2018 08/2018
Self-Employed Cincinnati OH 05/2019 08/2019
Vbh Technologies Inc Cincinnati OH 06/2020 07/2022
Hilsinger Management Cincinnati OH 05/2017 07/2019
Carolina Callers Columbia SC 12/2018 03/2019
Bank Of America, N.A. Charlotte NC 10/2022 Present
  • 07/2022 → Present
    Charlotte, NC
  • 08/2018 → 05/2022
    University Of South Carolina
    Columbia, SC
  • 08/2014 → 05/2018
    Elder High School
    Cincinnati, OH
  • 10/2020 → 03/2021
    Coastal Flow, Llc
    Columbia, SC
  • 06/2021 → 08/2021
    Charlotte, NC
  • 05/2018 → 08/2018
    Unemployed
    Cincinnati, OH
  • 05/2019 → 08/2019
    Self-Employed
    Cincinnati, OH
  • 06/2020 → 07/2022
    Vbh Technologies Inc
    Cincinnati, OH
  • 05/2017 → 07/2019
    Hilsinger Management
    Cincinnati, OH
  • 12/2018 → 03/2019
    Carolina Callers
    Columbia, SC
  • 10/2022 → Present
    Bank Of America, N.A.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-21
  • S66 Uniform Combined State Law Examination
    2022-11-21
Other Names
  • Jacob David Rhoads
  • Jacob D Rhoads
  • Jacob Rhoads

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor