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Julia M O'MAra

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Winter Park, FL

Charlotte, NC

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
IL RA APPROVED 2018-07-16
CT RA APPROVED 2011-11-03
FL RA APPROVED 2010-06-21
  • NY RA
    APPROVED
    Since 2021-04-19
  • IL RA
    APPROVED
    Since 2018-07-16
  • CT RA
    APPROVED
    Since 2011-11-03
  • FL RA
    APPROVED
    Since 2010-06-21

Branch Locations

250 S Park Ave, Winter Park, FL 32789 • United States

620 S Tryon St, Charlotte, NC 28255 • 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 New York NY 03/2010 Present
Bank Of America, N.A. New York NY 06/2010 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-10
  • S66 Uniform Combined State Law Examination
    2010-06-10
Other Names
  • Julia Eva Mason
  • Julia Mason Omara

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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