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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

2100 Ross Ave, Dallas, TX 75201 • 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 Westlake TX 09/2023 06/2025
Charles Schwab/Td Ameritrade Westlake TX 06/2022 08/2022
Advantage Capital Austin TX 06/2021 08/2021
Town Of Highland Park Dallas TX 05/2018 09/2018
Austin Community College Austin TX 08/2019 05/2020
The University Of Texas At Austin Austin TX 08/2020 05/2023
Highland Park High School Dallas TX 08/2015 05/2019
Unemployed Dallas TX 06/2023 08/2023
Fidelity Investments Boston MA 03/2025 06/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 06/2025 Present
Bank Of America, N.A. Dallas TX 08/2025 Present
  • 09/2023 → 06/2025
    Fidelity Investments
    Westlake, TX
  • 06/2022 → 08/2022
    Charles Schwab/Td Ameritrade
    Westlake, TX
  • 06/2021 → 08/2021
    Advantage Capital
    Austin, TX
  • 05/2018 → 09/2018
    Town Of Highland Park
    Dallas, TX
  • 08/2019 → 05/2020
    Austin Community College
    Austin, TX
  • 08/2020 → 05/2023
    The University Of Texas At Austin
    Austin, TX
  • 08/2015 → 05/2019
    Highland Park High School
    Dallas, TX
  • 06/2023 → 08/2023
    Unemployed
    Dallas, TX
  • 03/2025 → 06/2025
    Fidelity Investments
    Boston, MA
  • 06/2025 → Present
    Dallas, TX
  • 08/2025 → Present
    Bank Of America, N.A.
    Dallas, TX
Previous Registrations
  • 2025-03-31 → 2025-06-12
    Dallas, TX
    Westlake, TX
    Boston, MA
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-31
S63 Uniform Securities Agent State Law Examination 2023-12-05
  • S66 Uniform Combined State Law Examination
    2024-12-31
  • S63 Uniform Securities Agent State Law Examination
    2023-12-05
Other Names
  • Grant Andrew Mcveigh

View on SEC IAPD

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