Best Investors Account Sign in

Anita Baltazar

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

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 2023-06-26
FL RA APPROVED 2023-06-23
  • TX RA
    APPROVED
    Since 2023-06-26
  • FL RA
    APPROVED
    Since 2023-06-23

Branch Locations

9000 Southside Blvd Bldg 600,, Jacksonville, FL 32256 • 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 Jacksonville FL 12/2022 Present
Mckesson Medical Surgical Jacksonville FL 07/2021 12/2022
Onecall Jacksonville FL 07/2019 06/2021
Data Verify Jacksonville FL 02/2018 06/2019
Voya Financial Jacksonville FL 02/2017 12/2017
Paperlesspay Corporation Jacksonville FL 11/2013 06/2017
Unemployed Jacksonville FL 12/2017 01/2018
  • 12/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 07/2021 → 12/2022
    Mckesson Medical Surgical
    Jacksonville, FL
  • 07/2019 → 06/2021
    Onecall
    Jacksonville, FL
  • 02/2018 → 06/2019
    Data Verify
    Jacksonville, FL
  • 02/2017 → 12/2017
    Voya Financial
    Jacksonville, FL
  • 11/2013 → 06/2017
    Paperlesspay Corporation
    Jacksonville, FL
  • 12/2017 → 01/2018
    Unemployed
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-21
  • S66 Uniform Combined State Law Examination
    2023-06-21

View on SEC IAPD

Other Firms

LPL ENTERPRISE, LLC
MADDEN ADVISORY SERVICES, INC.
SANCHEZ WEALTH MANAGEMENT GROUP, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor