Luis Simon Tagliaferro

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-06-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	West Palm Beach	FL	03/2022	12/2024
Truist Bank	Charleston	SC	06/2021	02/2022
Mbp	Barcelona		07/2017	08/2019
Cainhoy Athletic Soccer Club	Charleston	SC	08/2021	12/2021
Academic Magnet High School	Charleston	SC	01/2022	05/2022
Extended Travel	Miami	FL	06/2016	12/2016
Mbp School Of Coaches	Barcelona		01/2017	06/2017
Unemployed	Charleston	SC	09/2019	04/2021
Mccall Services Inc.	Charleston	SC	08/2021	10/2021
Bank Of America, N.A.	West Palm Beach	FL	08/2022	12/2024
New York Life - Riebling Wealth Strategies	Chester	NJ	01/2025	Present
Nylife Securities Llc	Chester	NJ	05/2025	Present
Eagle Strategies Llc	Chester	NJ	06/2025	Present

03/2022 → 12/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Palm Beach, FL
06/2021 → 02/2022

Truist Bank

Charleston, SC
07/2017 → 08/2019

Mbp

Barcelona
08/2021 → 12/2021

Cainhoy Athletic Soccer Club

Charleston, SC
01/2022 → 05/2022

Academic Magnet High School

Charleston, SC
06/2016 → 12/2016

Extended Travel

Miami, FL
01/2017 → 06/2017

Mbp School Of Coaches

Barcelona
09/2019 → 04/2021

Unemployed

Charleston, SC
08/2021 → 10/2021

Mccall Services Inc.

Charleston, SC
08/2022 → 12/2024

Bank Of America, N.A.

West Palm Beach, FL
01/2025 → Present

New York Life - Riebling Wealth Strategies

Chester, NJ
05/2025 → Present

Nylife Securities Llc

Chester, NJ
06/2025 → Present

Eagle Strategies Llc

Chester, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-23

Other Firms