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Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691
$1.78T regulatory AUM 16,844 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 04/2025 | Present |
| That Drip Llc | Miami | FL | 11/2024 | 04/2025 |
| Clearpath National Debt Relief | Miami | FL | 05/2023 | 09/2023 |
| Eat Me Guilt Free Inc. | Miami | FL | 07/2018 | 07/2020 |
| University Of East London | London | 07/2020 | 05/2023 | |
| University Of East London | London | 09/2023 | 11/2024 | |
| Somerset Somi Academy | Miami | FL | 01/2015 | 07/2018 |
| Bank Of America, N.A. | Miami | FL | 06/2025 | Present |
I*2424301, Entity Type: Entity For Profit, Name of OBA: That Drip LLC, Address: Miami, Florida, 33155, Investment Related: N, Position, Title, Association: Officer, Owner, Employee State Date: 11/01/2024, No Hours: 8 Weekly, No Hours during Trading: 0 Weekly, Duties: Oversee back end operations, review financial statements for accuracy, financial projections/planning. CFO/COO, Bio-Optimization Clinic offering Peptide, IV, hormone, and other types of medical therapy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
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