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Beth D Terry

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2026-06-04
TX RA APPROVED_RES 2014-05-20
NC RA APPROVED 2013-09-06
MD RA APPROVED 2011-08-17
  • ME RA
    APPROVED
    Since 2026-06-04
  • TX RA
    APPROVED_RES
    Since 2014-05-20
  • NC RA
    APPROVED
    Since 2013-09-06
  • MD RA
    APPROVED
    Since 2011-08-17

Branch Locations

11333 Mccormick Rd, Hunt Valley, MD 21031 • 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 Baltimore MD 08/2011 Present
Bank Of America, N.A. Baltimore MD 10/2011 Present
Previous Registrations
  • 2008-09-04 → 2011-08-18
    Lpl Financial Llc
    Atlanta, GA
  • 2008-05-23 → 2008-08-13
    Morgan Stanley & Co. Llc
    Atlanta, GA
  • 2007-03-13 → 2008-04-23
    Capfinancial Securities, Llc.
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-12
  • S66 Uniform Combined State Law Examination
    2007-03-12
Other Names
  • Beth Daniel
  • Beth Daniel
  • Sarah Lambeth Daniel

View on SEC IAPD

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Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD
MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD
BUSH RIVER TRUST, LLC · HUNT VALLEY, MD
OSAIC WEALTH, INC. · HUNT VALLEY, MD
INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD
AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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