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Melissa Montie Devolve

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Winter Park, FL

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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 2022-04-26
TX RA APPROVED 2016-05-27
CO RA APPROVED 2016-03-10
  • FL RA
    APPROVED
    Since 2022-04-26
  • TX RA
    APPROVED
    Since 2016-05-27
  • CO RA
    APPROVED
    Since 2016-03-10

Branch Locations

400 S Park Ave, Winter Park, FL 32789 • 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 Colorado Springs CO 09/2015 Present
Bank Of America, N.A. Colorado Springs CO 06/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-09
S65 Uniform Investment Adviser Law Examination 1997-03-17
S63 Uniform Securities Agent State Law Examination 1996-06-10
  • S66 Uniform Combined State Law Examination
    2016-03-09
  • S65 Uniform Investment Adviser Law Examination
    1997-03-17
  • S63 Uniform Securities Agent State Law Examination
    1996-06-10
Other Names
  • Melissa Montie Devolve
  • Melissa Mary Montie

View on SEC IAPD

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Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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