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Alvin Costa

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Germantown, MD

Gaithersburg, 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
TX RA APPROVED 2026-01-02
MD RA APPROVED 2025-10-14
  • TX RA
    APPROVED
    Since 2026-01-02
  • MD RA
    APPROVED
    Since 2025-10-14

Branch Locations

19707 Germantown Rd, Germantown, MD 20874 • United States

1048 Quince Orchard Rd, Gaithersburg, MD 20878 • 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 Columbia MD 03/2025 Present
Wells Fargo Bank N.A Washington DC 07/2024 03/2025
Pnc Bank Rockville MD 01/2024 06/2024
University Of Maryland-College Park College Park MD 05/2023 06/2024
Montgomery College Rockville MD 11/2021 06/2023
Unemployed Dhaka 01/2010 10/2021
Bank Of America, N.A. Columbia MD 05/2025 Present
  • 03/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Columbia, MD
  • 07/2024 → 03/2025
    Wells Fargo Bank N.A
    Washington, DC
  • 01/2024 → 06/2024
    Pnc Bank
    Rockville, MD
  • 05/2023 → 06/2024
    University Of Maryland-College Park
    College Park, MD
  • 11/2021 → 06/2023
    Montgomery College
    Rockville, MD
  • 01/2010 → 10/2021
    Unemployed
    Dhaka
  • 05/2025 → Present
    Bank Of America, N.A.
    Columbia, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-14
  • S66 Uniform Combined State Law Examination
    2025-10-14

View on SEC IAPD

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KESTRA ADVISORY SERVICES, LLC · GERMANTOWN, MD
PEAK INVESTMENT ADVISORS, INC. · GERMANTOWN, MD
WELLS FARGO CLEARING SERVICES, LLC · GERMANTOWN, MD
THRIVENT INVESTMENT MANAGEMENT INC. · GERMANTOWN, MD
TRUIST ADVISORY SERVICES, INC. · GERMANTOWN, MD
KESTRA ADVISORY SERVICES, LLC · Germantown, MD
MILESTONE ASSET MANAGEMENT, LLC · Germantown, MD
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