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Charles Wesley Taylor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, 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 2022-05-25
TX RA APPROVED 2022-05-24
  • FL RA
    APPROVED
    Since 2022-05-25
  • TX RA
    APPROVED
    Since 2022-05-24

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • 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 Jacksonville FL 01/2022 Present
Self-Employed Jacksonville FL 03/2021 01/2022
Jp Morgan Chase & Co. Jacksonville FL 04/2020 03/2021
Enterprise Holdings Jacksonville FL 01/2018 02/2020
Publix Supermarkets Jacksonville FL 04/2016 01/2018
Bank Of America, N.A. Jacksonville FL 01/2022 Present
  • 01/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 03/2021 → 01/2022
    Self-Employed
    Jacksonville, FL
  • 04/2020 → 03/2021
    Jp Morgan Chase & Co.
    Jacksonville, FL
  • 01/2018 → 02/2020
    Enterprise Holdings
    Jacksonville, FL
  • 04/2016 → 01/2018
    Publix Supermarkets
    Jacksonville, FL
  • 01/2022 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-23
  • S66 Uniform Combined State Law Examination
    2022-05-23

View on SEC IAPD

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Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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