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William Bradford Linn

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA

Pennington, NJ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-03
  • GA RA
    APPROVED
    Since 2026-03-03

Branch Locations

3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States

1100-1800 American Blvd, Pennington, NJ 08534 • 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
Bbtis Charlotte NC 04/2017 12/2017
Bb&T Atlanta GA 04/2017 03/2018
Bb&T Atlanta GA 08/2012 03/2017
Bb&T Securities, Llc Atlanta GA 01/2018 03/2018
Jpmorgan Chase Bank Na Atlanta GA 03/2018 11/2020
Jpmorgan Securities Llc Atlanta GA 03/2018 11/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 01/2023 Present
Unemployed Alpharetta GA 11/2020 08/2021
Truist Bank Atlanta GA 09/2021 01/2023
  • 04/2017 → 12/2017
    Bbtis
    Charlotte, NC
  • 04/2017 → 03/2018
    Bb&T
    Atlanta, GA
  • 08/2012 → 03/2017
    Bb&T
    Atlanta, GA
  • 01/2018 → 03/2018
    Bb&T Securities, Llc
    Atlanta, GA
  • 03/2018 → 11/2020
    Jpmorgan Chase Bank Na
    Atlanta, GA
  • 03/2018 → 11/2020
    Jpmorgan Securities Llc
    Atlanta, GA
  • 01/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Atlanta, GA
  • 11/2020 → 08/2021
    Unemployed
    Alpharetta, GA
  • 09/2021 → 01/2023
    Truist Bank
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2018-04-11
    Bb&T Securities, Llc
    Charlotte, NC
    Atlanta, GA
  • 2017-09-14 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
  • S66 Uniform Combined State Law Examination
    2026-03-02
Other Names
  • Brad Linn
  • William Brad Linn

View on SEC IAPD

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LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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