Jeffrey P Phipps

Current Employers

Employment History

• 01/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Delray Beach, FL
• 07/2011 → Present
  Bank Of America, N.A.
  Delray Beach, FL

Previous Registrations

• 2005-08-31 → 2008-02-12
  Janney Montgomery Scott Llc
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

I*433674 For profit or not for profit: Entity For Profit Name of outside business organization: Mark Thomas Men's Apparel Investment related: N Address of business: Albany, New York, 12205, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Employee"], Start date of relationship: 7/9/2023 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Retail sales associate at a clothing store paid by the hour without commissions and no management responsibilities. I*1205256 For profit or not for profit: Entity For Profit Name of outside business organization: J. Reid Menswear Investment related: N Address of business: Glens Falls, New York, 12801, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Employee"], Start date of relationship: 3/4/2023 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Retail sales I*1381352 For profit or not for profit: Entity For Profit Name of outside business organization: The Coat Room Restaurant Investment related: N Address of business: Saratoga Springs, New York, 12065, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Employee"], Start date of relationship: 7/7/2023 Number of hours devoted: 15 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Maitre D'

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-25
• S63 Uniform Securities Agent State Law Examination
  1994-11-03

Other Names

• Jeffrey Paul Phipps
• Jeffrey P Phipps Ii