Best Investors Account Sign in

Allan Wiltshire

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Athens, GA

New York, NY

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-17
GA RA APPROVED 2022-09-12
  • TX RA
    APPROVED
    Since 2022-10-17
  • GA RA
    APPROVED
    Since 2022-09-12

Branch Locations

272 West Hancock Ave, Athens, GA 30601 • United States

One Bryant Park, New York, NY 10036 • 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 Athens GA 05/2022 Present
The University Of Georgia Athens GA 08/2020 04/2022
United States Marine Corps Jacksonville NC 05/2011 07/2020
The University Of Georgia Athens GA 08/2020 04/2022
Scottmadden, Inc. Atlanta GA 06/2021 07/2021
Bank Of America, N.A. Athens GA 07/2022 Present
  • 05/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Athens, GA
  • 08/2020 → 04/2022
    The University Of Georgia
    Athens, GA
  • 05/2011 → 07/2020
    United States Marine Corps
    Jacksonville, NC
  • 08/2020 → 04/2022
    The University Of Georgia
    Athens, GA
  • 06/2021 → 07/2021
    Scottmadden, Inc.
    Atlanta, GA
  • 07/2022 → Present
    Bank Of America, N.A.
    Athens, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-06
  • S66 Uniform Combined State Law Examination
    2022-09-06
Other Names
  • Allan Wiltshire

View on SEC IAPD

Other Firms

CANNON FINANCIAL STRATEGISTS, INC.
PARK AVENUE SECURITIES LLC
ELWOOD & GOETZ
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KINGSWOOD WEALTH ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

KRISTIN LYNN SMITH
JOHN RUFUS COLE
RACHEL ANN SMITH
LOUIS NICHOLAS PAPPAS
Stephen Kuzniak
R. Marshall Danner
Ian Payne
Robert B Farr

Other Offices

CANNON FINANCIAL STRATEGISTS, INC. · ATHENS, GA
PARK AVENUE SECURITIES LLC · Athens, GA
ELWOOD & GOETZ · ATHENS, GA
LPL FINANCIAL LLC · ATHENS, GA
EDWARD JONES · ATHENS, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
KINGSWOOD WEALTH ADVISORS, LLC · Athens, GA

More in Athens, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor