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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 2026-07-22
FL RA APPROVED 2026-07-20
  • TX RA
    APPROVED
    Since 2026-07-22
  • FL RA
    APPROVED
    Since 2026-07-20

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • 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
Fidelity Brokerage Services Llc Jacksonville FL 05/2020 06/2026
Coggin Career Management Center Jacksonville FL 01/2020 05/2020
Ups Jacksonville FL 05/2017 02/2020
Massmutual Southeast Coast Jacksonville FL 05/2019 09/2019
Shiftgig (Bookedout.COm) Jacksonville FL 06/2013 05/2020
Fidelity Investments Boston MA 03/2025 06/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 06/2026 Present
University Of North Florida Jacksonville FL 01/2020 04/2020
Bank Of America, N.A. Jacksonville FL 08/2026 Present
  • 05/2020 → 06/2026
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 01/2020 → 05/2020
    Coggin Career Management Center
    Jacksonville, FL
  • 05/2017 → 02/2020
    Ups
    Jacksonville, FL
  • 05/2019 → 09/2019
    Massmutual Southeast Coast
    Jacksonville, FL
  • 06/2013 → 05/2020
    Shiftgig (Bookedout.COm)
    Jacksonville, FL
  • 03/2025 → 06/2026
    Fidelity Investments
    Boston, MA
  • 06/2026 → Present
    Jacksonville, FL
  • 01/2020 → 04/2020
    University Of North Florida
    Jacksonville, FL
  • 08/2026 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Previous Registrations
  • 2025-03-31 → 2026-07-07
    Jacksonville, FL
    Jacksonville, FL
    Boston, MA
  • 2024-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-19
S63 Uniform Securities Agent State Law Examination 2020-09-14
  • S66 Uniform Combined State Law Examination
    2023-12-19
  • S63 Uniform Securities Agent State Law Examination
    2020-09-14
Other Names
  • Jeremy Chad Shaheen
  • Jeremy Shaheen

View on SEC IAPD

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