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Terri Denise Nelson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Venice, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-09-02
TX RA APPROVED 2024-11-30
FL RA APPROVED 2024-10-17
  • SC RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED
    Since 2024-11-30
  • FL RA
    APPROVED
    Since 2024-10-17

Branch Locations

871 Venetia Bay Blvd, Venice, FL 34285 • 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 Sarasota FL 09/2022 Present
Sarasota County Sheriff's Office Sarasota FL 09/2021 09/2022
Jefferson County Sheriff's Office Golden CO 04/2016 08/2021
Lifelock/Symantec Corporation Mountain View CA 01/2018 06/2019
Ann Taylor Factory Store Lakewood CO 10/2011 07/2020
  • 09/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sarasota, FL
  • 09/2021 → 09/2022
    Sarasota County Sheriff's Office
    Sarasota, FL
  • 04/2016 → 08/2021
    Jefferson County Sheriff's Office
    Golden, CO
  • 01/2018 → 06/2019
    Lifelock/Symantec Corporation
    Mountain View, CA
  • 10/2011 → 07/2020
    Ann Taylor Factory Store
    Lakewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-15
  • S66 Uniform Combined State Law Examination
    2024-10-15
Other Names
  • Terri Denise Beaulieu
  • Terri Denise Naes
  • Terri D Nelson

View on SEC IAPD

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Other Investors

MICHAEL F PRAZNOVSKY
DEAN P MCCONVILLE
CYNTHIA DANKER MERRITT
Bonnie Jean Harmsen Gaudreau
Robert K Domke
James Walker Crites
Timothy Francis Hixson
Dustin R Hays

Other Offices

LPL FINANCIAL LLC · VENICE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Venice, FL
PNC WEALTH MANAGEMENT LLC · VENICE, FL
EDWARD JONES · Venice, FL
EDWARD JONES · VENICE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VENICE, FL
EDWARD JONES · VENICE, FL
RAYMOND JAMES & ASSOCIATES, INC. · Venice, FL

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