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Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-16
  • TX RA
    APPROVED
    Since 2025-07-16

Branch Locations

4200 Amon Carter Blvd Ci Relationship Management, Fort Worth, TX 76155 • 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 Fort Worth TX 01/2025 Present
Chase Bank Prosper TX 05/2023 01/2025
Unemployed Prosper TX 01/2023 04/2023
Zb Bank Harare 06/2017 12/2022
Nyaningwe Supermarket Harare 08/2014 05/2017
Uber Technologies San Francisco CA 11/2024 Present
Bank Of America, N.A. Fort Worth TX 08/2026 Present
  • 01/2025 → Present
    Fort Worth, TX
  • 05/2023 → 01/2025
    Chase Bank
    Prosper, TX
  • 01/2023 → 04/2023
    Unemployed
    Prosper, TX
  • 06/2017 → 12/2022
    Zb Bank
    Harare
  • 08/2014 → 05/2017
    Nyaningwe Supermarket
    Harare
  • 11/2024 → Present
    Uber Technologies
    San Francisco, CA
  • 08/2026 → Present
    Bank Of America, N.A.
    Fort Worth, TX
Other Businesses

I*2182282, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: uber Address: san francisco California 94103 Investment Related: No Position, Title, Association: Other Employee Start Date: 11/01/2024No Hours: 10 weekly No Hours during trading: 0 Duties: driving and delivering food orders

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-15
  • S66 Uniform Combined State Law Examination
    2025-07-15
Other Names
  • Cece Kamhere
  • Chiedza Charlene Ruvimbo Kamhere
  • Chiedza Kamhere

View on SEC IAPD

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