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Milton B Dorsey

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL

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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 2025-02-26
FL RA APPROVED 2025-02-21
  • TX RA
    APPROVED
    Since 2025-02-26
  • FL RA
    APPROVED
    Since 2025-02-21

Branch Locations

300 S Orange Ave, Orlando, FL 32801 • 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
Nylife Securities Llc Maitland FL 04/2021 08/2021
New York Life Insurance Co. Maitland FL 01/2021 08/2021
Unemployed Cape Canaveral FL 09/2020 01/2021
New Dawn Inc. Cape Canaveral FL 07/2014 08/2020
Fidelity Investments Altamonte Springs FL 09/2021 06/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 08/2024 Present
Bank Of America, N.A. Orlando FL 01/2025 Present
  • 04/2021 → 08/2021
    Nylife Securities Llc
    Maitland, FL
  • 01/2021 → 08/2021
    New York Life Insurance Co.
    Maitland, FL
  • 09/2020 → 01/2021
    Unemployed
    Cape Canaveral, FL
  • 07/2014 → 08/2020
    New Dawn Inc.
    Cape Canaveral, FL
  • 09/2021 → 06/2024
    Fidelity Investments
    Altamonte Springs, FL
  • 08/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Orlando, FL
  • 01/2025 → Present
    Bank Of America, N.A.
    Orlando, FL
Previous Registrations
  • 2021-12-23 → 2024-07-02
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Altamonte Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-21
S63 Uniform Securities Agent State Law Examination 2021-06-24
  • S66 Uniform Combined State Law Examination
    2021-12-21
  • S63 Uniform Securities Agent State Law Examination
    2021-06-24
Other Names
  • Milton Bernard Dorsey
  • Milton Bernard Dorsey
  • Milton B Dorsey

View on SEC IAPD

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