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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-06-09
TX RA APPROVED_RES 1992-05-19
FL RA APPROVED 1983-05-09
  • VT RA
    APPROVED
    Since 2025-06-09
  • TX RA
    APPROVED_RES
    Since 1992-05-19
  • FL RA
    APPROVED
    Since 1983-05-09

Branch Locations

301 Se 17Th St, Ocala, FL 34471 • United States

Ocala, FL • 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 Ocala FL 08/1980 Present
Bank Of America, N.A. Ocala FL 05/2011 Present
Other Businesses

I*46074 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: COMMUNITY FOUNDATION OF MARION COUNTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: OCALA, FLORIDA 34471 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 10/19/2011 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: IT IS A BRAND NEW ORGANIZATION SET UP LIKE MOST COMMUNITY FOUNDATIONS.MY ROLE IS TO ADVISE AND SERVE THE FOUNDATION IN WHATEVER CAPACITY I'M CALLED ON TO DO. I*59418 For profit or not for profit: For-Profit Organization Name of outside business organization: Sumerhouse 311 LLC Investment related: N Address of business: Ocala, Florida 34471 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 12/1/2009 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: condo used only by owners. I*1373255 For profit or not for profit: Entity Charitable Name of outside business organization: United Way of Marion County Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Fundraising committee"]] Start date of relationship: 7/1/2023 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 2 Duties: , I've been asked to head up the Tocqueville Society of the Marion County United Way

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-16
S63 Uniform Securities Agent State Law Examination 1988-09-23
  • S65 Uniform Investment Adviser Law Examination
    1996-02-16
  • S63 Uniform Securities Agent State Law Examination
    1988-09-23
Other Names
  • William Eldridge Chambers
  • Bill Chambers
  • William Eldredge Chambers
  • William Eldredge Chambers Jr.

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