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Samuel N Koppenaal

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Waltham, MA

Belmont, MA

Arlington, MA

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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 2023-07-06
CT RA APPROVED 2023-05-01
  • TX RA
    APPROVED
    Since 2023-07-06
  • CT RA
    APPROVED
    Since 2023-05-01

Branch Locations

1065 Lexington St, Waltham, MA 02452 • United States

483 Trapelo Rd, Belmont, MA 02478 • United States

655 Massachusetts Ave, Arlington, MA 02476 • 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 Winchester MA 01/2023 Present
Bank Of America N.A. Winchester MA 01/2023 Present
Heartland Bank And Trust Company Normal IL 09/2020 12/2022
Southeast Missouri State University Cape Girardeau MO 04/2017 12/2017
National Guard Cape Girardeau MO 04/2018 Present
Red Lobster Seafood Co. Cape Girardeau MO 12/2013 07/2020
  • 01/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Winchester, MA
  • 01/2023 → Present
    Bank Of America N.A.
    Winchester, MA
  • 09/2020 → 12/2022
    Heartland Bank And Trust Company
    Normal, IL
  • 04/2017 → 12/2017
    Southeast Missouri State University
    Cape Girardeau, MO
  • 04/2018 → Present
    National Guard
    Cape Girardeau, MO
  • 12/2013 → 07/2020
    Red Lobster Seafood Co.
    Cape Girardeau, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-29
  • S66 Uniform Combined State Law Examination
    2023-04-29
Other Names
  • Sam Koppenaal

View on SEC IAPD

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