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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 2025-01-16
NC RA APPROVED 2025-01-15
  • TX RA
    APPROVED
    Since 2025-01-16
  • NC RA
    APPROVED
    Since 2025-01-15

Branch Locations

3200 Shannon Rd, Durham, NC 27707 • 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 Raleigh NC 09/2024 Present
North Carolina State Highway Patrol Greenville NC 03/2018 06/2024
United Real Estate East Carolina Greenville NC 07/2020 09/2024
Olympic Investments Llc Durham NC 01/2023 Present
Yrc Freight Morrisville NC 08/2015 03/2018
Bank Of America, N.A. Raleigh NC 11/2024 Present
  • 09/2024 → Present
    Raleigh, NC
  • 03/2018 → 06/2024
    North Carolina State Highway Patrol
    Greenville, NC
  • 07/2020 → 09/2024
    United Real Estate East Carolina
    Greenville, NC
  • 01/2023 → Present
    Olympic Investments Llc
    Durham, NC
  • 08/2015 → 03/2018
    Yrc Freight
    Morrisville, NC
  • 11/2024 → Present
    Bank Of America, N.A.
    Raleigh, NC
Other Businesses

I*2034270, Entity Type, Entity for Profit, Name of OBA: Olympic Investments LLC, Address: Durham, NC, 27713, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 01/03/2023, No Hours: 6hrs/Weekly, No Hours during trading: 0, Duties: The purpose of this entity is to collect rental payments from my rental properties. I am a managing member of the entity. I*2033267, Entity Type, Name of OBA: Rental Property 1, Address: Mebane, NC, 27302, Investment Related: No, Position, Title, Association: Sole Owner, Employee Start Date: 05/04/2020, No Hours: 2hrs/Weekly, No Hours during trading: 0, Duties: I*2033268, Entity Type, Name of OBA: Rental Property 2, Address: High Point, NC, 27265, Investment Related: No, Position, Title, Association: Sole Owner, Employee Start Date: 04/01/2022, No Hours: 2hrs/Weekly, No Hours during trading: 0, Duties: I*2034269, Entity Type, Name of OBA: Rental Property 3, Address: Greenville, NC, 27834, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 06/01/2024, No Hours: 2hrs/Weekly, No Hours during trading: 0, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-19
  • S66 Uniform Combined State Law Examination
    2024-08-19
Other Names
  • Trevor Allen Peters

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