Jacob Conner Whitaker

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
VT	RA	APPROVED	2025-08-25
AL	RA	APPROVED	2025-08-15
TX	RA	APPROVED	2025-08-15
NC	RA	APPROVED	2024-05-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Columbia	SC	05/2019	04/2024
Target Corporation	Columbia	SC	11/2016	04/2019
Waddell And Reed	Columbia	SC	08/2017	11/2017
United States Army Reserve	York	SC	08/2013	10/2025
University Of South Carolina	Columbia	SC	01/2015	05/2019
Bank Of America, N.A.	Columbia	SC	05/2019	04/2024
Tiaa	Charlotte	NC	05/2024	Present
Tiaa-Cref Individual & Institutional Services, Llc	Charlotte	NC	05/2024	Present

05/2019 → 04/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbia, SC
11/2016 → 04/2019

Target Corporation

Columbia, SC
08/2017 → 11/2017

Waddell And Reed

Columbia, SC
08/2013 → 10/2025

United States Army Reserve

York, SC
01/2015 → 05/2019

University Of South Carolina

Columbia, SC
05/2019 → 04/2024

Bank Of America, N.A.

Columbia, SC
05/2024 → Present

Tiaa

Charlotte, NC
05/2024 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-04