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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 2026-07-13
  • TX RA
    APPROVED
    Since 2026-07-13

Branch Locations

3160 E Broad St, Mansfield, TX 76063 • United States

1 Cowboys Way, Frisco, TX 75034 • 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
J.P. Morgan Securities Llc Grand Prairie TX 10/2012 Present
Jpmorgan Chase Bank (Tx) Grand Prairie TX 01/2013 06/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mansfield TX 06/2026 Present
Bank Of America, N.A. Mansfield TX 08/2026 Present
Previous Registrations
  • 2025-05-20 → 2026-06-28
    Grand Prairie, TX
    Mansfield, TX
    Mansfield, TX
    Mansfield, TX
    Grand Prairie, TX
Other Businesses

I*4772351 Entity Type: For Profit Name of OBA: Casa Quinceanera Boutique LLC Address: Grand Prairie, Texas, 75051 Investment Related: No Position, Title, Association: Other Employee Start Date: 12/14/2022 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: This is my wife's business, she sells Quinceanera's gowns and accessories. In the near future will also sell Prom dresses and wedding gowns. This is my wife business, I do not have ownership nor I make decisions but I do help her from time to time to organize her expenses, pay bills and also do some manual labor around the store. I attest that I am aware that all Outside Activities must be performed in my personal capacity & not that of Bank of America or its subsidiaries.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-20
S63 Uniform Securities Agent State Law Examination 2010-08-04
  • S66 Uniform Combined State Law Examination
    2025-05-20
  • S63 Uniform Securities Agent State Law Examination
    2010-08-04
Other Names
  • Gerardo A Simion
  • Gerardo Ariel Simion

View on SEC IAPD

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