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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2002-03-01
TX RA APPROVED_RES 1999-06-09
  • OH RA
    APPROVED
    Since 2002-03-01
  • TX RA
    APPROVED_RES
    Since 1999-06-09

Branch Locations

4908 Whiteford Rd, Toledo, OH 43623 • 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 Toledo OH 06/1992 Present
Bank Of America,N.A. Perrysburg OH 06/2011 Present
Other Businesses

I*1690280, Entity Type, Name of OBA: Village of Ottawa Hills, Address: Ottawa Hills, Ohio, 43606, Investment Related: No, Position, Title, Association: Council, Employee Start Date: 03/04/2024No Hours: 1hr/Weekly, No Hours during trading: 0, Duties: Represent Village residents with respect to issues pertaining to the local community. I*2588271, Entity Type: , Name of OBA: N G, Address: Ottawa Hills, Ohio, 43615, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 02/13/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*4882267, Entity Type: , Name of OBA: POA for S R L, Address: Gahanna, Ohio, 43230, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/10/2026, No Hours: 0 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-06-09
S63 Uniform Securities Agent State Law Examination 1992-08-19
  • S65 Uniform Investment Adviser Law Examination
    1994-06-09
  • S63 Uniform Securities Agent State Law Examination
    1992-08-19
Other Names
  • Wendy Lynn Lamberg
  • Wendy L Lamberg
  • Wendy L Greeley
  • Wendy L Greeley
  • Wendy Lamberg Greeley
  • Wendy Greeley

View on SEC IAPD

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