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Robert Jonathan Lawrence

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC

Melville, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-11-16
  • NC RA
    APPROVED
    Since 2022-11-16

Branch Locations

620 S Tryon St, Charlotte, NC 28255 • United States

300 Broadhollow Rd, Melville, NY 11747 • 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 Charlotte NC 08/2010 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-28
  • S66 Uniform Combined State Law Examination
    2022-10-28
Other Names
  • Bobby Lawrence

View on SEC IAPD

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MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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