Jacqueline Tregortha

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-12-07

NJ RA
APPROVED

Since 2023-12-07

Branch Locations

1400 American Blvd, Pennington, NJ 08534 • United States

One Bryant Park, New York, NY 10036 • 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
Kotzker And Brodsky Cpa	Southampton	PA	10/2014	02/2018
Apidel Technologies Contracting	Rolling Meadows	IL	03/2018	06/2018
Commonwealth Financial Network	Newton	PA	07/2018	08/2021
Bruce B Cohen Cpa	Newton	PA	07/2018	08/2021
Royal Alliance	Newtown	PA	09/2021	12/2021
Bofa Securities, Inc.	Pennington	NJ	01/2022	Present

10/2014 → 02/2018

Kotzker And Brodsky Cpa

Southampton, PA
03/2018 → 06/2018

Apidel Technologies Contracting

Rolling Meadows, IL
07/2018 → 08/2021

Commonwealth Financial Network

Newton, PA
07/2018 → 08/2021

Bruce B Cohen Cpa

Newton, PA
09/2021 → 12/2021

Royal Alliance

Newtown, PA
01/2022 → Present

Bofa Securities, Inc.

Pennington, NJ

Previous Registrations

2021-09-07 → 2021-12-31

Osaic Wealth, Inc.

Newtown, PA
2020-10-20 → 2021-08-05

Commonwealth Financial Network

Newtown, PA
2013-06-11 → 2013-12-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Other Businesses

I*682230 Name of OBA: Rental Property 1 Address: Fort Myers, Florida, 33967 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 01/01/2022 No Hours: 5 No Hours during trading: 0 Duties: Owner of rental property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-04

S66 Uniform Combined State Law Examination

2020-09-04

Other Names

Jacqueline Ashley

View on SEC IAPD