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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 2023-09-14
DC RA APPROVED 2020-12-04
TX RA APPROVED 2020-01-03
MD RA APPROVED 2019-12-03
  • FL RA
    APPROVED
    Since 2023-09-14
  • DC RA
    APPROVED
    Since 2020-12-04
  • TX RA
    APPROVED
    Since 2020-01-03
  • MD RA
    APPROVED
    Since 2019-12-03

Branch Locations

1800 K St Nw, Washington, DC 20006 • 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 Bethesda MD 07/2019 Present
Lpl Financial - Berry Wealth Advisors Lexington SC 08/2018 05/2019
Extended Travel Asia 05/2019 07/2019
Augusta National Golf Club - The Masters Tournament Augusta GA 04/2019 04/2019
Bank Of America Merrill Lynch North Bethesda MD 06/2018 08/2018
Universitat Autonoma De Barcelona - Study Abroad Barcelona 01/2018 06/2018
Lpl Financial - Berry Wealth Advisors Lexington SC 08/2017 12/2017
Pga Of America Charlotte NC 07/2017 08/2017
Peak Campus Columbia SC 09/2016 07/2017
Odyssey. Columbia SC 03/2016 09/2016
Bank Of America, N.A. Bethesda MD 09/2019 Present
  • 07/2019 → Present
    Bethesda, MD
  • 08/2018 → 05/2019
    Lpl Financial - Berry Wealth Advisors
    Lexington, SC
  • 05/2019 → 07/2019
    Extended Travel
    Asia
  • 04/2019 → 04/2019
    Augusta National Golf Club - The Masters Tournament
    Augusta, GA
  • 06/2018 → 08/2018
    Bank Of America Merrill Lynch
    North Bethesda, MD
  • 01/2018 → 06/2018
    Universitat Autonoma De Barcelona - Study Abroad
    Barcelona
  • 08/2017 → 12/2017
    Lpl Financial - Berry Wealth Advisors
    Lexington, SC
  • 07/2017 → 08/2017
    Pga Of America
    Charlotte, NC
  • 09/2016 → 07/2017
    Peak Campus
    Columbia, SC
  • 03/2016 → 09/2016
    Odyssey.
    Columbia, SC
  • 09/2019 → Present
    Bank Of America, N.A.
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-02
  • S66 Uniform Combined State Law Examination
    2019-12-02
Other Names
  • Joey Coliton
  • Joseph Coliton

View on SEC IAPD

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