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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-12-16
TX RA APPROVED 2018-09-24
IL RA APPROVED 2017-10-11
  • CA RA
    APPROVED
    Since 2021-12-16
  • TX RA
    APPROVED
    Since 2018-09-24
  • IL RA
    APPROVED
    Since 2017-10-11

Branch Locations

7825 Fay Ave, La Jolla, CA 92037 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 05/2017 Present
C&R Mortgage Corporation Niles IL 05/2015 04/2017
Bank Of America, N.A. Oak Brook IL 01/2018 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-10
  • S66 Uniform Combined State Law Examination
    2017-10-10
Other Names
  • Jeff Callero
  • Jeffrey Daniel Callero

View on SEC IAPD

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