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Brian James Marshall

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

New York, 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
FL RA APPROVED 2026-05-14
  • FL RA
    APPROVED
    Since 2026-05-14

Branch Locations

9000 Southside Blvd Bldg 600, Jacksonville, FL 32256 • United States

One Bryant Park, New York, NY 10036 • 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 Jacksonville FL 10/2017 Present
Sams Club Jacksonville FL 10/2016 08/2017
Apex Marketing Events Jacksonville FL 07/2016 04/2017
Acosta Sales And Marketing Company Jacksonville FL 02/2017 06/2017
  • 10/2017 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 10/2016 → 08/2017
    Sams Club
    Jacksonville, FL
  • 07/2016 → 04/2017
    Apex Marketing Events
    Jacksonville, FL
  • 02/2017 → 06/2017
    Acosta Sales And Marketing Company
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-06
  • S66 Uniform Combined State Law Examination
    2026-03-06
Other Names
  • Brian Marshall

View on SEC IAPD

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Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
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