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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 2025-02-14
PA RA APPROVED 2025-02-12
  • TX RA
    APPROVED
    Since 2025-02-14
  • PA RA
    APPROVED
    Since 2025-02-12

Branch Locations

15 Leopard Rd, Paoli, PA 19301 • 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
Mml Investors Services Llc Newtown Square PA 09/2022 10/2023
Massmutual Life Insurance Co Newtown Square PA 09/2022 10/2023
Delaware Valley Turf Broomall PA 04/2022 08/2022
Applebrook Golf Club West Chester PA 04/2019 12/2020
West Chester Mechanical Aston PA 07/2014 01/2019
Student Largo MD 06/2020 03/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Paoli PA 01/2025 Present
Core Insurance Group Dba L.A. Anderson & Associates Newtown Square PA 10/2023 01/2025
Creative Financial Group Newtown Square PA 09/2020 01/2023
Bank Of America, N.A. Paoli PA 03/2025 Present
  • 09/2022 → 10/2023
    Mml Investors Services Llc
    Newtown Square, PA
  • 09/2022 → 10/2023
    Massmutual Life Insurance Co
    Newtown Square, PA
  • 04/2022 → 08/2022
    Delaware Valley Turf
    Broomall, PA
  • 04/2019 → 12/2020
    Applebrook Golf Club
    West Chester, PA
  • 07/2014 → 01/2019
    West Chester Mechanical
    Aston, PA
  • 06/2020 → 03/2022
    Student
    Largo, MD
  • 01/2025 → Present
    Paoli, PA
  • 10/2023 → 01/2025
    Core Insurance Group Dba L.A. Anderson & Associates
    Newtown Square, PA
  • 09/2020 → 01/2023
    Creative Financial Group
    Newtown Square, PA
  • 03/2025 → Present
    Bank Of America, N.A.
    Paoli, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-13
  • S66 Uniform Combined State Law Examination
    2023-04-13
Other Names
  • John Mcneila
  • John Thomas Mcneila

View on SEC IAPD

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