Jerilyn Kay Bostock

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2022-01-12
CA	RA	APPROVED	2012-08-09

WI RA
APPROVED

Since 2022-01-12
CA RA
APPROVED

Since 2012-08-09

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

Riverside, CA • United States

2 E Mifflin St, Madison, WI 53703 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	07/1999	Present

07/1999 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Other Businesses

I*1603259 Name of OBA: DoorDash Address: Madison, Wisconsin Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 12/11/2023 No Hours: 10 weekly No Hours during trading: 0 Duties: Food delivery service driver, not during working hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-12-31
S63	Uniform Securities Agent State Law Examination	1995-12-21

S65 Uniform Investment Adviser Law Examination

2003-12-31
S63 Uniform Securities Agent State Law Examination

1995-12-21