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Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691
$1.78T regulatory AUM 16,844 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-10 |
| FL | RA | APPROVED | 2006-12-20 |
Branch Locations
9231 Cortez Blvd, Weeki Wachee, FL 34613 • United States
Inverness, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Crystal River | FL | 08/2006 | Present |
| Trinity Land Development, Llc D/B/A Sugarmill Storage | Homosassa | FL | 01/2004 | Present |
| Bank Of America, N.A. | Weeki Wachee | FL | 04/2011 | Present |
I*33384/361863 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TRINITY LAND DEVELOPMENT, LLC DBA SUGARMILL STORAG INVESTMENT RELATED: N ADDRESS OF BUSINESS: 8578 S SUNCOAST BLVD, HOMOSASSA, FLORIDA 34461 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/1/2004 NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 DUTIES: LLC MEMBER; CFO TRINITY LAND DEVELOPMENT, LLC IS A LAND HOLDING COMPANY THAT OWNS A MINISTROAGE FACILITY, SUGARMILL STORAGE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-19 |
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