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Tate G Coley

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greensboro, 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
NC RA APPROVED 2026-05-04
TX RA APPROVED 2024-01-12
  • NC RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2024-01-12

Branch Locations

800 Green Valley Rd, Greensboro, NC 27408 • 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
Fidelity Investments Durham NC 05/2021 01/2022
North Carolina State University Raleigh NC 08/2017 05/2021
Walter Hines Page High School Greensboro NC 08/2013 08/2017
Fidelity Investments Durham NC 01/2022 10/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 10/2023 Present
Bank Of America, N.A. Denver CO 11/2023 Present
  • 05/2021 → 01/2022
    Fidelity Investments
    Durham, NC
  • 08/2017 → 05/2021
    North Carolina State University
    Raleigh, NC
  • 08/2013 → 08/2017
    Walter Hines Page High School
    Greensboro, NC
  • 01/2022 → 10/2023
    Fidelity Investments
    Durham, NC
  • 10/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Denver, CO
  • 11/2023 → Present
    Bank Of America, N.A.
    Denver, CO
Previous Registrations
  • 2022-07-06 → 2023-10-06
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
  • S66 Uniform Combined State Law Examination
    2022-07-01
Other Names
  • Tate Garrison Coley
  • Tate Coley

View on SEC IAPD

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