Tamara Lynnette Naylor

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-06-29
NJ	RA	APPROVED	2020-06-18

TX RA
APPROVED_RES

Since 2020-06-29
NJ RA
APPROVED

Since 2020-06-18

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

1600 American Blvd, Pennington, NJ 08534 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Princeton	NJ	07/2012	05/2020
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	05/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	06/2020	Present

07/2012 → 05/2020

Fidelity Brokerage Services Llc

Princeton, NJ
07/2018 → 05/2020

Fidelity Personal And Workplace Advisors

Boston, MA
06/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Previous Registrations

2018-07-13 → 2020-05-18

Fidelity Personal And Workplace Advisors

Boston, MA
2016-09-01 → 2018-07-13

Strategic Advisers Llc

Princeton, NJ

Other Businesses

Co-Owner of rental property, not investment related, Trenton, NJ, purchased 8/2007, zero hours

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-07
S63	Uniform Securities Agent State Law Examination	2007-03-15

S66 Uniform Combined State Law Examination

2016-06-07
S63 Uniform Securities Agent State Law Examination

2007-03-15

Other Names

Tammi Lynnette Hines
Tamara Lynnette Hines
Tamara Lynnette Naylor
Tamara L Naylor

View on SEC IAPD