Terrell Jimmy Williams

Current Employers

Employment History

• 10/1983 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cumming, GA
• 12/2009 → 10/2021
  Bank Of America, N.A.
  Cumming, GA
• 10/2021 → Present
  Morgan Stanley Smith Barney Llc
  Gainesville, GA
• 11/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 1998-09-10 → 2021-10-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gainesville, GA
  Gainesville, GA

Other Businesses

*462337 - Public Building Services; Investment related No; Cornelia, Georgia; Commercial Cleaning; President (proprietor, partner, officer, director, employee, trustee, agent); 06/2003; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements NAME OF OUTSIDE BUSINESS ORGANIZATION: JIMMY WILLIAMS MARITAL TRUST INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 3242 DUNLAP DR, GAINESVILLE, GA 30506 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 4/6/2015 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: OWN MANAGE FAMILY ASSETS. NAME OF OUTSIDE BUSINESS ORGANIZATION: JIMMY WILLIAMS FAMILY TRUST INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 3242 DUNLAP DR, GAINESVILLE, GA 30506 NATURE OF BUSINESS: TRUST, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 4/6/2015 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: MANAGE ML ACCOUNTS

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-28
• S63 Uniform Securities Agent State Law Examination
  1984-03-01

Other Names

• Terry Williams
• Terrell Jimmy Williams
• Terrell J Williams