Best Investors Account Sign in

Lori Gunder Ameo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, 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
NC RA APPROVED 2018-10-17
SC RA APPROVED 2009-10-23
  • NC RA
    APPROVED
    Since 2018-10-17
  • SC RA
    APPROVED
    Since 2009-10-23

Branch Locations

100 N Tryon St, Charlotte, NC 28255 • 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 Fort Mill SC 10/2009 Present
Bank Of America, N.A. Fort Mill SC 12/2009 Present
Previous Registrations
  • 2009-07-20 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Columbia, SC
  • 2007-11-26 → 2008-12-08
    Citigroup Global Markets Inc.
    Cornelius, NC
    Cornelius, NC
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-20
  • S66 Uniform Combined State Law Examination
    2007-11-20
Other Names
  • Lori Beth Gunder
  • Lori Gunder Mabry
  • Lori Gunder Mabry

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor