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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-07-24
  • TX RA
    APPROVED
    Since 2018-07-24

Branch Locations

301 Commerce St, Fort Worth, TX 76102 • United States

620 S Tryon St, Charlotte, NC 28255 • 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
J.P. Morgan Securities Llc Dallas TX 05/2014 05/2018
J.P. Morgan Chase Bank, Na Dallas TX 11/2016 05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 05/2018 Present
Other Businesses

I*2742287Entity Type: CharitableName of OBA: Power To the PeriodAddress:Southlake TexasInvestment Related:NoPosition, Title, Association:Board MemberStart Date:09/01/2025No Hours: 1 YearlyNo Hours during trading:0 YearlyDuties:This is a grass roots organizations formed by a former high school student (now in college) for the distribution of menstrual products (for free) to girls and women that may not be able to afford them. Any proceeds received by the organization go into menstrual products that are given away. Board member. Nominal in nature. Provide governance advice only. I*4521298 Entity Type: Entity For Profit Name of OBA: Crissie Quilts It Address: Colleyville, Texas, 76034 Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/01/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0, Weekly Duties: My hobby is quilting. I am planning on buying a long arm quilting machine and using it to quilt for myself and for others outside of business hours. I plan on setting the business up as an LLC and am asking for approval from Bank of America before moving forward to create the business. Running the long arm machine, general quilting services and minor bookkeeping for the small business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-21
S65 Uniform Investment Adviser Law Examination 1995-09-01
S63 Uniform Securities Agent State Law Examination 1993-06-24
  • S66 Uniform Combined State Law Examination
    2018-07-21
  • S65 Uniform Investment Adviser Law Examination
    1995-09-01
  • S63 Uniform Securities Agent State Law Examination
    1993-06-24
Other Names
  • Crissie Leigh Tewell
  • Crissie Tewell Starling
  • Crissie Tewell Starling
  • Crissie Leigh Tewell
  • Crissie L Tewell
  • Crissie T Starling
  • Crissie T Fortmeyer
  • Crissie L Fortmeyer

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