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Jacob Phillips Newkirk

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pittsford, NY

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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_RES 2022-10-03
NY RA APPROVED 2021-04-19
CT RA APPROVED 2018-02-05
  • TX RA
    APPROVED_RES
    Since 2022-10-03
  • NY RA
    APPROVED
    Since 2021-04-19
  • CT RA
    APPROVED
    Since 2018-02-05

Branch Locations

1241 Pittsford Victor Rd, Pittsford, NY 14534 • 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 Pittsford NY 08/2017 Present
University Of Dayton Dayton OH 08/2014 05/2017
Unemployed Rochester NY 05/2017 08/2017
Bank Of America, N.A. Pittsford NY 04/2018 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-01
  • S66 Uniform Combined State Law Examination
    2018-02-01
Other Names
  • Jake Phillips Newkirk
  • Jacob Newkirk

View on SEC IAPD

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CHARLES SCHWAB & CO., INC. · Pittsford, NY
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