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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 2018-10-03
TX RA APPROVED_RES 2012-06-15
MS RA APPROVED 2011-02-22
LA RA APPROVED 2011-02-11
  • FL RA
    APPROVED
    Since 2018-10-03
  • TX RA
    APPROVED_RES
    Since 2012-06-15
  • MS RA
    APPROVED
    Since 2011-02-22
  • LA RA
    APPROVED
    Since 2011-02-11

Branch Locations

Cudjoe Key, FL • United States

Grand Isle, LA • United States

1800 City Farm Dr, Baton Rouge, LA 70806 • 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 Baton Rouge LA 02/2011 Present
Bank Of America, N.A. Baton Rouge LA 07/2011 Present
Previous Registrations
  • 2009-06-01 → 2011-02-17
    Baton Rouge, LA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Baton Rouge, LA
  • 2006-08-28 → 2007-04-02
    Morgan Stanley Dw Inc.
    Baton Rouge, LA
    Baton Rouge, LA
Other Businesses

1-TO SERVE AS SOLE PROPRIETOR OF ELIZABETH QUERBES DBA QUERBES COMPANIES, REAL ESTATE INVESTMENTS.2-SOUTHERN WOMEN ACTION NETWORK PRESIDENT/FOUNDER.3-COMMUNITY FUND FOR THE ARTS VOLUNTEER FUNDRAISER FOR ANNUAL CAMPAIGNI*517486For profit or not for profit: Entity For ProfitName of outside business organization: Reel Lizzy LLCInvestment related: NoAddress of business: Cudjoe Key, FL, 33042Position, title, association: General Partner/Managing MemberStart date of relationship: 8/26/2021Number of hours devoted: 3 hours MonthlyNumber of hours devoted during trading hours: 0Duties: Boat transportation and storage. I am a minority interest holder and will do some record keeping. I*1878268, Entity Type, Entity for Profit, Name of OBA: Queen Industries LLC, Address: Baton Rouge, LA, 70806, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 06/20/2024, No Hours: 4hrs/Mo., No Hours during trading: 2, Duties: Wholesale Safety Equipment Reseller Purchase Wholesale And Resell Earplugs, Safety Goggles, Gloves, etc. I*2023277, Entity Type, Name of OBA: Adelia at Old Goodwood Homeowners Association, Address: Baton Rouge, LA, 70806, Investment Related: No, Position, Title, Association: Treasurer, Board Member, Employee Start Date: 09/27/2024, No Hours: 2hrs/Mo, No Hours during trading: 0, Duties: To collect dues from Homeowners and pay for services such as landscaping and utilities to maintain neighborhood.I*3156282Entity Type: N/AName of OBA: Executor for My Stepmother's EstateAddress: Cudjoe Key, Florida, 33042Investment Related: NoPosition, Title, Association: ExecutorEmployee Start Date: 11/11/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 1, MonthlyDuties: Executor for ParentsI*3208264, Entity Type, Name of OBA: Estate of J Q Address: Cudjoe KeyFlorida33042 Investment Related: No Position, Title, Association: Executor Employee Start Date: 11/24/2025 No Hours: 2 monthly No Hours during trading: 1 monthly Duties:I*3207265, Entity Type, Name of OBA:Estate of J Q Address: Cudjoe KeyFlorida33042 Investment Related: No Position, Title, Association: Executor Employee Start Date: 11/24/2025No Hours: 2 monthly No Hours during trading: 1 monthly Duties:I*3207264, Entity Type, Name of OBA: Estate of J QAddress: Cudjoe KeyFlorida33042 Investment Related: No Position, Title, Association: Executor Employee Start Date: 11/24/2025No Hours: 2 monthly No Hours during trading: 1 monthly Duties: I*3286269 Entity Type: N/A Name of OBA: Estate of J Q Address: cudjoe Key, Florida, 33042 Investment Related: No Position, Title, Association: Executor Employee Start Date: 12/05/2025 Number of Hours: 2, Monthly Number of Hours during trading: 1, Monthly Duties: Child/Grandchild

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-19
S63 Uniform Securities Agent State Law Examination 1994-08-26
  • S65 Uniform Investment Adviser Law Examination
    1994-09-19
  • S63 Uniform Securities Agent State Law Examination
    1994-08-26
Other Names
  • Elizabeth Querbes
  • Elizabeth Querbes Andreeff
  • Elizabeth Querbes Sammons

View on SEC IAPD

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