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Jeffrey R Canfield

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Florham Park, NJ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-09
TX RA APPROVED_RES 2021-05-05
NJ RA APPROVED 2021-04-20
  • NY RA
    APPROVED
    Since 2021-07-09
  • TX RA
    APPROVED_RES
    Since 2021-05-05
  • NJ RA
    APPROVED
    Since 2021-04-20

Branch Locations

100 Campus Dr, Florham Park, NJ 07932 • 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
Wells Fargo Advisors, Llc Summit NJ 08/2015 11/2016
Wells Fargo Clearing Services, Llc Summit NJ 11/2016 05/2019
Citi Group New York NY 05/2019 04/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated West Nyack NY 04/2021 Present
Bank Of America, N.A. West Nyack NY 06/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-16
  • S66 Uniform Combined State Law Examination
    2011-09-16
Other Names
  • Jeffrey Robert Canfield
  • Jeffrey R Canfield
  • Jeff Canfield

View on SEC IAPD

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Other Offices

WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ
ROBERT W. BAIRD & CO. INCORPORATED · Florham Park, NJ

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