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Lisa Jill Grenell

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rochester, MN

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2019-09-17
TX RA APPROVED_RES 2018-04-25
MN RA APPROVED 2018-04-05
  • WI RA
    APPROVED
    Since 2019-09-17
  • TX RA
    APPROVED_RES
    Since 2018-04-25
  • MN RA
    APPROVED
    Since 2018-04-05

Branch Locations

4041 28Th St Nw, Rochester, MN 55901 • 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
Commonwealth Financial Network Waltham MA 04/2011 08/2017
Think Financial Planning Rochester MN 04/2011 08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester MN 10/2017 Present
Previous Registrations
  • 2014-01-21 → 2017-08-10
    Commonwealth Financial Network
    Rochester, MN
    Eagan, MN
    Edina, MN
    Rochester, MN
    St. Paul, MN
    Rochester, MN
    Apple Valley, MN
    Rochester, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-26
  • S66 Uniform Combined State Law Examination
    2007-01-26
Other Names
  • Lisa Jill Mcnallan
  • Lisa Jill Mc Nallan
  • Lisa Jill Grenell
  • Lisa Grenell

View on SEC IAPD

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Other Offices

MORGAN STANLEY · ROCHESTER, MN
MML INVESTORS SERVICES, LLC · ROCHESTER, MN
MARINER · Rochester, MN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Rochester, MN
WELLS FARGO CLEARING SERVICES, LLC · ROCHESTER, MN
STRATEGIC WEALTH GROUP · Rochester, MN
U.S. BANCORP ADVISORS, LLC · Rochester, MN
CETERA INVESTMENT ADVISERS LLC · ROCHESTER, MN

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