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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 2011-12-01
TX RA APPROVED_RES 1997-01-29
VA RA APPROVED 1994-11-30
  • FL RA
    APPROVED
    Since 2011-12-01
  • TX RA
    APPROVED_RES
    Since 1997-01-29
  • VA RA
    APPROVED
    Since 1994-11-30

Branch Locations

34990 Emerald Coast Pkwy, Destin, FL 32541 • 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 Walton Beach FL 06/1992 Present
Bank Of America, N.A. Fort Walton Beach FL 12/2009 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-10-28
S63 Uniform Securities Agent State Law Examination 1994-05-12
  • S65 Uniform Investment Adviser Law Examination
    1994-10-28
  • S63 Uniform Securities Agent State Law Examination
    1994-05-12
Other Names
  • Evelyn Mcdonald
  • Renee Kearney

View on SEC IAPD

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