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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 2024-08-30
NC RA APPROVED 2024-08-19
  • TX RA
    APPROVED
    Since 2024-08-30
  • NC RA
    APPROVED
    Since 2024-08-19

Branch Locations

380 Knollwood St, Winston Salem, NC 27103 • 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
Jpmorgan Chase Bank Na Boston MA 10/2016 03/2018
Jpmorgan Securities Llc Boston MA 10/2016 03/2018
J.P. Morgan Securities Llc Palm Beach Gardens FL 03/2022 07/2024
Jpmorgan Chase Bank, N.A. Palm Beach Gardens FL 03/2022 07/2024
Captrust Raleigh NC 10/2020 02/2022
Innovative Event Services North Charleston SC 08/2018 03/2020
Vickeries Bar And Grill Mt. Pleasant SC 04/2018 07/2018
Unemployed Charleston SC 04/2020 09/2020
Showpay Llc Charleston SC 02/2020 03/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 07/2024 Present
Bank Of America, N.A. Winston Salem NC 08/2024 Present
  • 10/2016 → 03/2018
    Jpmorgan Chase Bank Na
    Boston, MA
  • 10/2016 → 03/2018
    Jpmorgan Securities Llc
    Boston, MA
  • 03/2022 → 07/2024
    Palm Beach Gardens, FL
  • 03/2022 → 07/2024
    Jpmorgan Chase Bank, N.A.
    Palm Beach Gardens, FL
  • 10/2020 → 02/2022
    Captrust
    Raleigh, NC
  • 08/2018 → 03/2020
    Innovative Event Services
    North Charleston, SC
  • 04/2018 → 07/2018
    Vickeries Bar And Grill
    Mt. Pleasant, SC
  • 04/2020 → 09/2020
    Unemployed
    Charleston, SC
  • 02/2020 → 03/2020
    Showpay Llc
    Charleston, SC
  • 07/2024 → Present
    Winston Salem, NC
  • 08/2024 → Present
    Bank Of America, N.A.
    Winston Salem, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-13
S63 Uniform Securities Agent State Law Examination 2017-01-19
  • S66 Uniform Combined State Law Examination
    2022-05-13
  • S63 Uniform Securities Agent State Law Examination
    2017-01-19
Other Names
  • Dana Marcus Corcoran
  • Dana Marcus Corcoran
  • Dana M Corcoran
  • Dana Corcoran

View on SEC IAPD

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