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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-02-09
  • CT RA
    APPROVED
    Since 2026-02-09

Branch Locations

1764 Washington St, Hanover, MA 02339 • United States

100 Federal St, Boston, MA 02110 • 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
New York Life Insurance Co Rockland MA 12/2021 07/2022
Gilded Collectables Braintree MA 04/2019 08/2021
Spectrum Global Communications Dighton MA 08/2015 11/2018
Nylife Securities Llc Rockland MA 11/2021 07/2022
Citizens Securities, Inc Westwood MA 08/2022 02/2024
Citizens Bank, N.A Westwood MA 08/2022 02/2024
Jpmorgan Chase Bank, N.A. Orleans MA 02/2024 12/2025
J.P. Morgan Securities Llc Orleans MA 02/2024 12/2025
Unemployed Braintree MA 12/2018 03/2019
Unemployed Braintree MA 09/2021 10/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hanover MA 12/2025 Present
Southern New Hampshire University Manchester NH 09/2013 02/2022
Bank Of America, N.A. Hanover MA 02/2026 Present
  • 12/2021 → 07/2022
    New York Life Insurance Co
    Rockland, MA
  • 04/2019 → 08/2021
    Gilded Collectables
    Braintree, MA
  • 08/2015 → 11/2018
    Spectrum Global Communications
    Dighton, MA
  • 11/2021 → 07/2022
    Nylife Securities Llc
    Rockland, MA
  • 08/2022 → 02/2024
    Westwood, MA
  • 08/2022 → 02/2024
    Citizens Bank, N.A
    Westwood, MA
  • 02/2024 → 12/2025
    Jpmorgan Chase Bank, N.A.
    Orleans, MA
  • 02/2024 → 12/2025
    Orleans, MA
  • 12/2018 → 03/2019
    Unemployed
    Braintree, MA
  • 09/2021 → 10/2021
    Unemployed
    Braintree, MA
  • 12/2025 → Present
    Hanover, MA
  • 09/2013 → 02/2022
    Southern New Hampshire University
    Manchester, NH
  • 02/2026 → Present
    Bank Of America, N.A.
    Hanover, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-19
S63 Uniform Securities Agent State Law Examination 2022-04-27
  • S65 Uniform Investment Adviser Law Examination
    2022-10-19
  • S63 Uniform Securities Agent State Law Examination
    2022-04-27
Other Names
  • Justin A Perry
  • Justin Perry

View on SEC IAPD

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