Best Investors
Account
Sign in
Best Investors
Account
Sign in
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691
$1.78T regulatory AUM 16,844 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-22 |
| GA | RA | APPROVED | 2016-01-05 |
Branch Locations
1550 Hudson Bridge Rd, Stockbridge, GA 30281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stockbridge | GA | 11/2015 | Present |
| Bank Of America, N.A. | Stockbridge | GA | 11/2015 | Present |
I*131382 For profit or not for profit: For-Profit Organization Name of outside business organization: Airbnb Address of business: Atlanta, Georgia 30315 Nature of business: Corporation, Compensation for Activity: Position, title, association: Participant, Start date of relationship: 3/1/2019 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Using Airbnb, I list my guest bedroom for lodging. I maintain the listing, clean and prepare the room, greet guests, and provide great hospitality. This is completed personally in my primary residence, not a part of a rental property or incorporation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-15 |
Reach out to this advisor