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Carli Elizabeth Jones

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Houston, TX

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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 2024-01-26
  • TX RA
    APPROVED
    Since 2024-01-26

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

800 Capitol St, Houston, TX 77002 • 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 Houston TX 09/2023 Present
Qualtrics Dallas TX 08/2022 09/2023
Capgemini Houston TX 08/2021 08/2022
Trinity University San Antonio TX 08/2017 05/2021
Memorial High School Houston TX 08/2013 05/2017
Bank Of America Houston TX 06/2017 08/2017
Perfect Game Usa Houston TX 12/2020 07/2022
Bank Of America, N.A. Houston TX 10/2023 Present
  • 09/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Houston, TX
  • 08/2022 → 09/2023
    Qualtrics
    Dallas, TX
  • 08/2021 → 08/2022
    Capgemini
    Houston, TX
  • 08/2017 → 05/2021
    Trinity University
    San Antonio, TX
  • 08/2013 → 05/2017
    Memorial High School
    Houston, TX
  • 06/2017 → 08/2017
    Bank Of America
    Houston, TX
  • 12/2020 → 07/2022
    Perfect Game Usa
    Houston, TX
  • 10/2023 → Present
    Bank Of America, N.A.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-25
  • S66 Uniform Combined State Law Examination
    2024-01-25
Other Names
  • Carli Jones

View on SEC IAPD

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