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Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691
$1.78T regulatory AUM 16,844 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2008-05-30 |
| TX | RA | APPROVED | 2008-05-30 |
Branch Locations
2000 Browns Lane Access Rd, Jonesboro, AR 72401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jonesboro | AR | 05/2008 | Present |
| Bank Of America,Na | Jonesboro | AR | 12/2009 | Present |
I*1749266, Entity Type: Entity Charitable, Name of OBA: Altrusa International Foundation of Jonesboro, Arkansas, Inc, Address: Jonesboro,Arkansas 72403, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 03/12/2024, No Hours: 10, No Hours during trading: 1, Duties: officer director/board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-23 |
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