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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-13 |
| TN | RA | APPROVED | 2022-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Carlsbad | CA | 03/2015 | 04/2021 |
| Wells Fargo Clearing Services Llc | Carlsbad | CA | 08/2017 | 04/2021 |
| North Coast Church | Vista | CA | 02/2014 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 04/2022 | Present |
| Unemployed | Carlsbad | CA | 07/2021 | 03/2022 |
NORTH COAST CHURCH, NOT INV RELATED, VISTA, CA, MUSICIAN, START 11/19/2017, 16 HOURS PER MONTH, ZERO DURING TRADING, PLAY GUITAR DURING SERVICE. I*1391349 For profit or not for profit: Entity For Profit Name of outside business organization: Jason Porter Investment related: N Address of business: Hendersonville, Tennessee, 37075, United States Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 7/23/2023 Number of hours devoted: 6 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Musician/music contractor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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