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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-12-05
  • NY RA
    APPROVED
    Since 2024-12-05

Branch Locations

One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • United States

620 S Tryon St Gwim Chief Investment Office (Cio), 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 New York NY 08/2024 Present
Msci New York NY 03/2020 07/2024
Hamilton Etfs Toronto 09/2018 02/2020
Wilfrid Laurier University Waterloo 08/2014 09/2018
Manulife Toronto 09/2016 12/2016
Hamilton Etfs Toronto 05/2017 08/2017
Rbc Capital Markets Toronto 01/2018 04/2018
  • 08/2024 → Present
    New York, NY
  • 03/2020 → 07/2024
    Msci
    New York, NY
  • 09/2018 → 02/2020
    Hamilton Etfs
    Toronto
  • 08/2014 → 09/2018
    Wilfrid Laurier University
    Waterloo
  • 09/2016 → 12/2016
    Manulife
    Toronto
  • 05/2017 → 08/2017
    Hamilton Etfs
    Toronto
  • 01/2018 → 04/2018
    Rbc Capital Markets
    Toronto
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-04
  • S66 Uniform Combined State Law Examination
    2024-12-04
Other Names
  • Jessica Grove

View on SEC IAPD

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