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Shana Momin

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Peachtree City, GA

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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 2022-12-14
GA RA APPROVED 2022-10-13
  • TX RA
    APPROVED
    Since 2022-12-14
  • GA RA
    APPROVED
    Since 2022-10-13

Branch Locations

900 Westpark Dr, Peachtree City, GA 30269 • 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 Peachtree City GA 11/2019 Present
Wells Fargo Snellville GA 08/2017 11/2019
Best Bank/Gauranty Bank Atlanta GA 05/2015 06/2017
Bank Of America, N.A. Peachtree City GA 09/2022 Present
  • 11/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Peachtree City, GA
  • 08/2017 → 11/2019
    Wells Fargo
    Snellville, GA
  • 05/2015 → 06/2017
    Best Bank/Gauranty Bank
    Atlanta, GA
  • 09/2022 → Present
    Bank Of America, N.A.
    Peachtree City, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-11
  • S66 Uniform Combined State Law Examination
    2022-10-11

View on SEC IAPD

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