Roberta L Carrell

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-05

TX RA
APPROVED

Since 2025-04-05

Branch Locations

4100 S Medford Dr, Lufkin, TX 75901 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lufkin	TX	10/2024	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lufkin	TX	10/2022	10/2024
Edward Jones Co, Inc	Lufkin	TX	10/2013	09/2022

10/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lufkin, TX
10/2022 → 10/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lufkin, TX
10/2013 → 09/2022

Edward Jones Co, Inc

Lufkin, TX

Other Businesses

I*1162285, Entity Type: Name of OBA:Casa of the Pines Address: Lufkin, TX Investment Related:N Position, Title, Association: Employee Start Date:02/11/2026 No Hours:4 No Hours during trading:2 Duties:Coordinating with all parties in the child's case, attend hearings, visit with child and foster placement.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-04

S66 Uniform Combined State Law Examination

2025-04-04

Other Names

Roberta Lynn Carrell

View on SEC IAPD