Best Investors Account Sign in

Sophia Grace Wilkins

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greensboro, NC

New York, NY

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-08
NC RA APPROVED 2026-02-26
  • TX RA
    APPROVED
    Since 2026-04-08
  • NC RA
    APPROVED
    Since 2026-02-26

Branch Locations

800 Green Valley Rd, Greensboro, NC 27408 • United States

One Bryant Park, New York, NY 10036 • 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 Greensboro NC 11/2024 Present
Macki Llc Dba Snatchers Sales And Service Stokesdale NC 01/2019 08/2022
Liberty University Lynchburg VA 08/2022 08/2024
Guilford Technical Community College Jamestown NC 08/2020 05/2022
Northern Guilford High School Greensboro NC 08/2019 06/2020
Caldwell Academy Greensboro NC 08/2016 05/2019
  • 11/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Greensboro, NC
  • 01/2019 → 08/2022
    Macki Llc Dba Snatchers Sales And Service
    Stokesdale, NC
  • 08/2022 → 08/2024
    Liberty University
    Lynchburg, VA
  • 08/2020 → 05/2022
    Guilford Technical Community College
    Jamestown, NC
  • 08/2019 → 06/2020
    Northern Guilford High School
    Greensboro, NC
  • 08/2016 → 05/2019
    Caldwell Academy
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-26
  • S66 Uniform Combined State Law Examination
    2026-02-26
Other Names
  • Sophia Greene
  • Sophia G Wilkins

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BY DESIGN FINANCIAL PLANNING
AMERITAS ADVISORY SERVICES, LLC
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CREDIT UNION INVESTMENT SERVICES

Other Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook
KEVIN BLAKE GUNTER
Jeffrey David Bercaw
John B Bailey
RANDAL LYNN SIPKEMA
PHILLIP PATRICK SIELATYCKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

More in Greensboro, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor