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Isaac D Valancy

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Weston, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-07
TX RA APPROVED 2025-08-07
  • FL RA
    APPROVED
    Since 2025-08-07
  • TX RA
    APPROVED
    Since 2025-08-07

Branch Locations

2400 N Commerce Pkwy, Weston, FL 33326 • 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 Weston FL 07/2025 Present
Fresh Market Gainesville FL 04/2017 12/2020
Bass Underwriters Gainesville FL 04/2021 12/2021
Uf Gainesville FL 05/2018 12/2020
Unemployed Gainesville FL 01/2021 03/2021
Merrill Lynch Gainesville FL 12/2021 12/2024
Northern Trust Inc Ft. Lauderdale FL 01/2025 06/2025
Santa Fe College Gainesville FL 08/2016 05/2018
  • 07/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Weston, FL
  • 04/2017 → 12/2020
    Fresh Market
    Gainesville, FL
  • 04/2021 → 12/2021
    Bass Underwriters
    Gainesville, FL
  • 05/2018 → 12/2020
    Uf
    Gainesville, FL
  • 01/2021 → 03/2021
    Unemployed
    Gainesville, FL
  • 12/2021 → 12/2024
    Merrill Lynch
    Gainesville, FL
  • 01/2025 → 06/2025
    Northern Trust Inc
    Ft. Lauderdale, FL
  • 08/2016 → 05/2018
    Santa Fe College
    Gainesville, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-13
  • S66 Uniform Combined State Law Examination
    2023-04-13

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
J.P. MORGAN SECURITIES LLC · WESTON, FL
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