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Matthew William Burkhalter

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lakewood Ranch, FL

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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 2019-06-05
FL RA APPROVED 2018-04-16
  • TX RA
    APPROVED
    Since 2019-06-05
  • FL RA
    APPROVED
    Since 2018-04-16

Branch Locations

6311 Atrium Dr, Lakewood Ranch, FL 34202 • 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 Sarasota FL 10/2017 02/2018
Iheart Media Honolulu Honolulu HI 06/2015 10/2017
Lanikai Bath And Body Kailua HI 04/2015 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 03/2018 Present
Bank Of America, N.A. Sarasota FL 07/2018 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-12
  • S66 Uniform Combined State Law Examination
    2018-04-12
Other Names
  • Matthew Burkhalter
  • Matthew William Burkhalter

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LAKEWOOD RANCH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Lakewood Ranch, FL
LPL FINANCIAL LLC · BRADENTON, FL
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD RANCH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BRADENTON, FL
NEWEDGE ADVISORS · Lakewood Ranch, FL
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC · Lakewood Ranch, FL
DOW FAMILY OFFICE ADVISORY, LLC · LAKEWOOD RANCH, FL

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