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Wilson Townsend Bullard

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-07-30
TX RA APPROVED 2026-07-30
  • CT RA
    APPROVED
    Since 2026-07-30
  • TX RA
    APPROVED
    Since 2026-07-30

Branch Locations

100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • 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
Morgan Stanley Private Bank, National Association New York NY 01/2015 07/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 07/2026 Present
Bank Of America, N.A. Boston MA 08/2026 Present
Previous Registrations
  • 2012-10-01 → 2026-07-31
    Morgan Stanley
    Middleton, MA
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-28
S63 Uniform Securities Agent State Law Examination 2004-09-10
  • S66 Uniform Combined State Law Examination
    2012-09-28
  • S63 Uniform Securities Agent State Law Examination
    2004-09-10

View on SEC IAPD

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GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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