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Melissa Anne Jacobsen

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX

Richmond, TX

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-07-08
  • TX RA
    APPROVED
    Since 2020-07-08

Branch Locations

2800 Post Oak Blvd, Houston, TX 77056 • United States

Richmond, TX • 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 Houston TX 02/2020 Present
Drivetime Glendale AZ 03/2014 04/2018
Charles Schwab & Co., Inc. Phoenix AZ 05/2018 12/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-07
S63 Uniform Securities Agent State Law Examination 2018-10-17
  • S65 Uniform Investment Adviser Law Examination
    2020-07-07
  • S63 Uniform Securities Agent State Law Examination
    2018-10-17
Other Names
  • Melissa A Jacobsen
  • Melissa Jacobsen

View on SEC IAPD

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