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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-23
SC RA APPROVED 2018-11-05
  • TX RA
    APPROVED
    Since 2020-03-23
  • SC RA
    APPROVED
    Since 2018-11-05

Branch Locations

21 Hatton Pl, Hilton Head Island, SC 29926 • 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
Abg Sundal Collier New York NY 08/2010 12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 05/2018 Present
Unemployed Travel SC 01/2018 05/2018
Bank Of America, N.A. Hilton Head Island SC 01/2019 Present
  • 08/2010 → 12/2017
    Abg Sundal Collier
    New York, NY
  • 05/2018 → Present
    Hilton Head Island, SC
  • 01/2018 → 05/2018
    Unemployed
    Travel, SC
  • 01/2019 → Present
    Bank Of America, N.A.
    Hilton Head Island, SC
Other Businesses

I*1243324For profit or not for profit: Entity For ProfitName of outside business organization: PKL PartyInvestment related: NAddress of business: hilton head island, South Carolina, 29928Nature of business: Limited Liability CompanyPosition, title, association: Owner Start date of relationship: 4/4/2023Number of hours devoted: 10 hrs MthlyNumber of hours devoted during trading hours: 0Duties: Apparel company for pickleball. Responsibilities as co-owner include marketing, designing, selling, accountingI*: 2101269Entity Type: Rental Property Name of OBA: Rental Property 1Address: Hardeeville, SC 29927Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 11/22/2024Number of Hours: 1 hr annuallyNumber of Hours during trading: 0Duties: sting a rental property with self and other family members I*3110272 Entity Type: Entity For Profit Name of OBA: Yoga Teaching Address: hhi, South Carolina Investment Related: No Position, Title, Association: Other Employee Start Date: 11/01/2025 Number of Hours: 3, Weekly Number of Hours during trading: 0, Weekly Duties: to teach yoga classes teach yoga classes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-02
S63 Uniform Securities Agent State Law Examination 2006-07-28
  • S65 Uniform Investment Adviser Law Examination
    2018-11-02
  • S63 Uniform Securities Agent State Law Examination
    2006-07-28
Other Names
  • Paula Witman
  • Paula Lynn Witman
  • Paula Lynn Eagle

View on SEC IAPD

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