Andrew Lenzi

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-06-25
TX	RA	APPROVED	2025-06-25

Branch Locations

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

Organization	City	State	From	To
Suntex Marinas	Quincy	MA	06/2017	08/2017
Suntex Marinas	Quincy	MA	09/2017	08/2018
Marinemax	Quincy	MA	05/2019	08/2019
Joy Food Company	Stamford	CT	09/2019	08/2020
Ubs	Rockland	MA	06/2021	08/2021
Fintrx	Rockland	MA	06/2021	08/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Weymouth	MA	07/2022	01/2023
Wake Forest University	Winston Salem	NC	08/2018	05/2022
Unemployed	Quincy	MA	01/2012	06/2017
Bank Of America, N.A.	Weymouth	MA	01/2023	06/2025
Wells Fargo Clearing Services, Llc (	Hyannis	MA	06/2025	Present

06/2017 → 08/2017

Suntex Marinas

Quincy, MA
09/2017 → 08/2018

Suntex Marinas

Quincy, MA
05/2019 → 08/2019

Marinemax

Quincy, MA
09/2019 → 08/2020

Joy Food Company

Stamford, CT
06/2021 → 08/2021

Ubs

Rockland, MA
06/2021 → 08/2021

Fintrx

Rockland, MA
07/2022 → 01/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Weymouth, MA
08/2018 → 05/2022

Wake Forest University

Winston Salem, NC
01/2012 → 06/2017

Unemployed

Quincy, MA
01/2023 → 06/2025

Bank Of America, N.A.

Weymouth, MA
06/2025 → Present

Wells Fargo Clearing Services, Llc (

Hyannis, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-06

Other Firms