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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 2026-05-08
  • TX RA
    APPROVED
    Since 2026-05-08

Branch Locations

3459 Rayford Rd, Spring, TX 77386 • United States

1255 Lake Woodlands Dr, The Woodlands, TX 77380 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated The Woodlands TX 04/2017 10/2025
Merrill Lynch, Pierce, Fenner & Smith Inc The Woodlands TX 08/2016 03/2017
Bank Of America, N.A. The Woodlands TX 10/2017 10/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Conroe TX 04/2026 Present
Academy Sports + Outdoors The Woodlands TX 08/2016 12/2016
Lone Star College - Montgomery The Woodlands TX 05/2016 04/2017
The Woodlands Country Club The Woodlands TX 04/2016 04/2017
Unemployed The Woodlands TX 10/2025 04/2026
Bank Of America, N.A. Conroe TX 05/2026 Present
  • 04/2017 → 10/2025
    The Woodlands, TX
  • 08/2016 → 03/2017
    Merrill Lynch, Pierce, Fenner & Smith Inc
    The Woodlands, TX
  • 10/2017 → 10/2025
    Bank Of America, N.A.
    The Woodlands, TX
  • 04/2026 → Present
    Conroe, TX
  • 08/2016 → 12/2016
    Academy Sports + Outdoors
    The Woodlands, TX
  • 05/2016 → 04/2017
    Lone Star College - Montgomery
    The Woodlands, TX
  • 04/2016 → 04/2017
    The Woodlands Country Club
    The Woodlands, TX
  • 10/2025 → 04/2026
    Unemployed
    The Woodlands, TX
  • 05/2026 → Present
    Bank Of America, N.A.
    Conroe, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-16
  • S66 Uniform Combined State Law Examination
    2017-09-16
Other Names
  • Jared Efurd
  • Jared Patrick Efurd

View on SEC IAPD

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