Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2013-09-26
TX RA APPROVED_RES 2008-03-26
NJ RA APPROVED 2004-04-21
  • SC RA
    APPROVED
    Since 2013-09-26
  • TX RA
    APPROVED_RES
    Since 2008-03-26
  • NJ RA
    APPROVED
    Since 2004-04-21

Branch Locations

700 Bay St, Beaufort, SC 29902 • 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 Morristown NJ 02/1984 Present
Bank Of America, N.A. Florham NJ 09/2009 Present
Other Businesses

I*98182 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: COTTAGE RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: BREMEN, MAINE 4551 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/1/2016 NUMBER OF HOURS DEVOTED: 3 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTAL PROPERTY I*2018354, Entity Type, Entity for Profit, Name of OBA: D&G Development Co., LLC, Address: Enfield, NC, 27823, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 10/01/2024, No Hours: 2hrs/Mo, No Hours during trading: 0, Duties: Timber harvesting/sale and farm leasing. My responsibilities are simply to assist in managing the working capital and assist with bill payment. There are also situations where E. will pay bills from D&G that ultimately should be paid from his deceased son's Irrevocable or Family Trust. These payments become a loan from D&G and are paid back as soon as funds are available in the trusts mentioned above. Here too, my role is to assist E. and my wife G. (Trustee of D's trusts, Member of D&G, and POA for both E. and J. (Dad & Mom) with all of the above.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-12-15
S63 Uniform Securities Agent State Law Examination 1986-09-26
  • S65 Uniform Investment Adviser Law Examination
    1993-12-15
  • S63 Uniform Securities Agent State Law Examination
    1986-09-26
Other Names
  • Watson Gerould Iv Clark
  • Watson Gerould Clark
  • W Gerould Clark
  • W. Gerould G Clark
  • W G Clark
  • Gerry Clark

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beaufort, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor