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Robert J Leverte

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA

Naples, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-01-08
GA RA APPROVED 2006-09-25
TX RA APPROVED_RES 2006-09-12
  • FL RA
    APPROVED
    Since 2021-01-08
  • GA RA
    APPROVED
    Since 2006-09-25
  • TX RA
    APPROVED_RES
    Since 2006-09-12

Branch Locations

3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States

Naples, FL • 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 : 7691 Atlanta GA 09/2006 Present
Bank Of America, Na Atlanta GA 12/2009 Present
  • 09/2006 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Atlanta, GA
  • 12/2009 → Present
    Bank Of America, Na
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-05-07
S63 Uniform Securities Agent State Law Examination 1992-11-16
  • S65 Uniform Investment Adviser Law Examination
    1993-05-07
  • S63 Uniform Securities Agent State Law Examination
    1992-11-16
Other Names
  • Bob Leverte
  • Robert J Leverte
  • Robert John Leverte
  • Robert J Leverte Iii

View on SEC IAPD

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