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Boriana Nikolaeva Bakaltcheva

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chevy Chase, MD

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
MD RA APPROVED 2024-01-11
VA RA APPROVED 2019-02-19
TX RA APPROVED_RES 2019-01-31
  • MD RA
    APPROVED
    Since 2024-01-11
  • VA RA
    APPROVED
    Since 2019-02-19
  • TX RA
    APPROVED_RES
    Since 2019-01-31

Branch Locations

5550 Friendship Blvd, Chevy Chase, MD 20815 • 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 Mclean VA 05/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-16
S63 Uniform Securities Agent State Law Examination 2015-06-11
  • S65 Uniform Investment Adviser Law Examination
    2019-02-16
  • S63 Uniform Securities Agent State Law Examination
    2015-06-11
Other Names
  • Boriana Bakaltcheva

View on SEC IAPD

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