Best Investors Account Sign in

Case Coleman

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Marble Falls, TX

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 2026-01-19
  • TX RA
    APPROVED
    Since 2026-01-19

Branch Locations

101 N Us Highway 281, Marble Falls, TX 78654 • 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
Bank Of America, N.A. Marble Falls TX 06/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Marble Falls TX 05/2025 Present
Baylor University Waco TX 08/2022 05/2025
Faith Academy Marble Falls TX 08/2010 05/2022
Unemployed Marble Falls TX 05/2022 08/2022
  • 06/2026 → Present
    Bank Of America, N.A.
    Marble Falls, TX
  • 05/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Marble Falls, TX
  • 08/2022 → 05/2025
    Baylor University
    Waco, TX
  • 08/2010 → 05/2022
    Faith Academy
    Marble Falls, TX
  • 05/2022 → 08/2022
    Unemployed
    Marble Falls, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-17
  • S66 Uniform Combined State Law Examination
    2026-01-17
Other Names
  • Case J Coleman

View on SEC IAPD

Other Firms

EDWARD JONES
THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DOMINION PORTFOLIO MANAGEMENT, INC.
CALTON & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Kevin Reed
Christine Annie Buckley
Duncan R Nichols
Michael Eugene Linam
Daniel Regis Kerr
Jimmie Allen Stark
Jodi Kerr
Mitchell DeWayne Rivers

Other Offices

EDWARD JONES · MARBLE FALLS, TX
EDWARD JONES · MARBLE FALLS, TX
EDWARD JONES · MARBLE FALLS, TX
EDWARD JONES · MARBLE FALLS, TX
THE ROSAMOND FINANCIAL GROUP WEALTH MANAGEMENT, LLC · MARBLE FALLS, TX
CETERA INVESTMENT ADVISERS LLC · Marble Falls, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Marble Falls, TX
DOMINION PORTFOLIO MANAGEMENT, INC. · MARBLE FALLS, TX

More in Marble Falls, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor