Graham Nathaniel Taft

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-04-30

MD RA
APPROVED

Since 2024-04-30

Branch Locations

7501 Wisconsin Ave, Bethesda, MD 20814 • United States

One Bryant Park, New York, NY 10036 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bethesda	MD	01/2024	Present
Ernst & Young Global Limited	Mclean	VA	08/2019	11/2023
Textron Aviation	Wichita	KS	05/2018	08/2018
Merrill Lynch Global Wealth Management	Bethesda	MD	05/2017	07/2017
Pennsylvania State University	State College	PA	08/2015	05/2019
Bank Of America, N.A.	Bethesda	MD	03/2024	Present

01/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bethesda, MD
08/2019 → 11/2023

Ernst & Young Global Limited

Mclean, VA
05/2018 → 08/2018

Textron Aviation

Wichita, KS
05/2017 → 07/2017

Merrill Lynch Global Wealth Management

Bethesda, MD
08/2015 → 05/2019

Pennsylvania State University

State College, PA
03/2024 → Present

Bank Of America, N.A.

Bethesda, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-04-29

S66 Uniform Combined State Law Examination

2024-04-29

Other Names

Graham Taft
Graham N Taft

View on SEC IAPD

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Other Offices

LGG FINANCIAL · BETHESDA, MD

BLUE SPARROW FUNDS GP LLC · BETHESDA, MD

KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD

GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD

NOORDZEE CAPITAL LLC · BETHESDA, MD

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD

HIGHTOWER ADVISORS, LLC · BETHESDA, MD

GOLDEN WEALTH STRATEGIES · Bethesda, MD

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