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Jeffrey E Gutierrez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Guaynabo, PR

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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 2023-04-28
TX RA APPROVED 2023-03-23
NY RA APPROVED 2022-12-01
  • FL RA
    APPROVED
    Since 2023-04-28
  • TX RA
    APPROVED
    Since 2023-03-23
  • NY RA
    APPROVED
    Since 2022-12-01

Branch Locations

15 2Nd St / 15 Calle 2, Guaynabo, PR 00968 • 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 Guaynabo PR 05/2022 Present
Americas Leading Finance Guaynabo PR 06/2015 05/2021
First Bank Guaynabo PR 07/2021 10/2021
Americas Leading Finance Guaynabo PR 11/2021 05/2022
Bank Of America, N.A. Guaynabo PR 08/2022 Present
  • 05/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Guaynabo, PR
  • 06/2015 → 05/2021
    Americas Leading Finance
    Guaynabo, PR
  • 07/2021 → 10/2021
    First Bank
    Guaynabo, PR
  • 11/2021 → 05/2022
    Americas Leading Finance
    Guaynabo, PR
  • 08/2022 → Present
    Bank Of America, N.A.
    Guaynabo, PR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-27
  • S66 Uniform Combined State Law Examination
    2022-10-27
Other Names
  • Jeffrey E Gutierrez Egipiaco

View on SEC IAPD

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AURORA CASTRO VELEZ

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Guaynabo, PR
PFS INVESTMENTS INC. · GUAYNABO, PR
CAF INVESTMENTS LLC · GUAYNABO, PR
FINANXIAL INVESTMENT ADVISORS, CORP · SAN JUAN, PR
MOBILITY PARTNERS LLC · SAN JUAN, PR
CAPITALIA ADVISORS LLC · GUAYNABO, PR
CAPITALIA ADVISORS LLC · GUAYNABO, PR
SALAMANCA CAPITAL LLC · SAN JUAN, PR

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