April B Wellman

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2017-04-26
TX	RA	APPROVED	2010-10-27

FL RA
APPROVED

Since 2017-04-26
TX RA
APPROVED

Since 2010-10-27

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

9000 Southside Blvd Bldg 400, Jacksonville, FL 32256 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	07/2010	Present
Bank Of America N.A	Chandler	AZ	07/2010	Present

07/2010 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
07/2010 → Present

Bank Of America N.A

Chandler, AZ

Other Businesses

I*5533268 Entity Type: Entity For Profit Name of OBA: Fora Travel Inc. Address: New York, New York, 10003 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 08/26/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: Independent travel agency. Allows individual creators to create custom travel itineraries for clients and be compensated based upon bookings. Create travel itineraries.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-08-15

S66 Uniform Combined State Law Examination

2010-08-15

Other Names

April Michelle Bodolay

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