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David Sherman

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL

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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 2021-10-29
FL RA APPROVED 2018-09-05
  • TX RA
    APPROVED_RES
    Since 2021-10-29
  • FL RA
    APPROVED
    Since 2018-09-05

Branch Locations

824 A1A N, Ponte Vedra Beach, FL 32082 • 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 Ponte Vedra Beach FL 02/2018 Present
Oakley Jackonviile FL 07/2013 11/2017
Episcopal School Of Jacksonville Jacksonville FL 06/2017 02/2018
University Of North Florida Jacksonville FL 05/2011 12/2017
Bank Of America, N.A. Ponte Vedra FL 05/2018 Present
  • 02/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Ponte Vedra Beach, FL
  • 07/2013 → 11/2017
    Oakley
    Jackonviile, FL
  • 06/2017 → 02/2018
    Episcopal School Of Jacksonville
    Jacksonville, FL
  • 05/2011 → 12/2017
    University Of North Florida
    Jacksonville, FL
  • 05/2018 → Present
    Bank Of America, N.A.
    Ponte Vedra, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-31
  • S66 Uniform Combined State Law Examination
    2018-08-31

View on SEC IAPD

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