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Jeffrey William-Powers Tuttle

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stuart, 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
TX RA APPROVED_RES 2023-09-18
FL RA APPROVED 2020-12-11
  • TX RA
    APPROVED_RES
    Since 2023-09-18
  • FL RA
    APPROVED
    Since 2020-12-11

Branch Locations

2301 Se Monterey Rd, Stuart, FL 34996 • 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
Scottrade, Inc. Stuart FL 12/2014 03/2018
Morgan Stanley Stuart FL 05/2018 09/2018
Morgan Stanley Private Bank, N.A. New York NY 05/2018 09/2018
Td Ameritrade Stuart FL 12/2018 12/2020
Merrill Lynch, Pierce, Fenner & Smith Stuart FL 12/2020 Present
Bank Of America, N.A. Stuart FL 01/2021 Present
  • 12/2014 → 03/2018
    Scottrade, Inc.
    Stuart, FL
  • 05/2018 → 09/2018
    Morgan Stanley
    Stuart, FL
  • 05/2018 → 09/2018
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 12/2018 → 12/2020
    Td Ameritrade
    Stuart, FL
  • 12/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith
    Stuart, FL
  • 01/2021 → Present
    Bank Of America, N.A.
    Stuart, FL
Previous Registrations
  • 2019-01-04 → 2020-12-11
    Td Ameritrade, Inc.
    Palm Beach Gardens, FL
  • 2019-01-28 → 2020-12-11
    Td Ameritrade Investment Management, Llc
    Stuart, FL
  • 2018-05-21 → 2018-09-10
    Morgan Stanley
    Stuart, FL
  • 2016-10-27 → 2018-03-08
    Scottrade Investment Management
    Saint Louis, MO
    Stuart, FL
  • 2010-10-04 → 2014-12-09
    Morgan Stanley
    Vero Beach, FL
    Boca Raton, FL
    Boca Raton, FL
  • 2010-07-27 → 2010-08-16
    Edward Jones
    St Louis, MO
    Jensen Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-22
  • S66 Uniform Combined State Law Examination
    2010-07-22
Other Names
  • Jeffrey William-Powers Tuttle
  • Jeffrey W Tuttle
  • Jeffrey Tuttle

View on SEC IAPD

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