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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 2019-10-10
GA RA APPROVED 2019-08-07
  • TX RA
    APPROVED
    Since 2019-10-10
  • GA RA
    APPROVED
    Since 2019-08-07

Branch Locations

272 West Hancock Ave, Athens, GA 30601 • 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
Raymond James Financial Services, Inc. Watkinsville GA 05/2016 12/2016
Raymond James Financial Services, Inc. Watkinsville GA 12/2016 05/2017
Nfl - Buffalo Bills Orchard Park NY 09/2016 11/2016
Juice Plus Collierville TN 05/2012 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 04/2019 Present
Suntrust Bank Athens GA 05/2017 04/2019
Bank Of America, N.A. Athens GA 06/2019 Present
  • 05/2016 → 12/2016
    Raymond James Financial Services, Inc.
    Watkinsville, GA
  • 12/2016 → 05/2017
    Raymond James Financial Services, Inc.
    Watkinsville, GA
  • 09/2016 → 11/2016
    Nfl - Buffalo Bills
    Orchard Park, NY
  • 05/2012 → 05/2017
    Juice Plus
    Collierville, TN
  • 04/2019 → Present
    Athens, GA
  • 05/2017 → 04/2019
    Suntrust Bank
    Athens, GA
  • 06/2019 → Present
    Bank Of America, N.A.
    Athens, GA
Other Businesses

I*2466357, Entity Type: Entity Charitable, Name of OBA: SANE, Inc. (Sexual Assault Nurse Examiners), Address: Athens, Georgia, 30605, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 05/15/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Provides victim forensic medical examinations, evidence collection, court testimony and education. I will be on the board helping with fundraisers and various community events to raise awareness. They partner with the Oconee Sheriffs office as well, who I am close friends with the Sheriff.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-02
  • S66 Uniform Combined State Law Examination
    2019-08-02
Other Names
  • Marshall Taylor Morgan
  • Marshall Morgan

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