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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-11-12
TX RA APPROVED 2024-11-06
NC RA APPROVED 2024-08-22
  • SC RA
    APPROVED
    Since 2024-11-12
  • TX RA
    APPROVED
    Since 2024-11-06
  • NC RA
    APPROVED
    Since 2024-08-22

Branch Locations

1339 Highway 17 S, North Myrtle Beach, SC 29582 • 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
Self- Employed Musician Myrtle Beach SC 01/2013 12/2016
Barnes & Noble Myrtle Beach SC 12/2011 05/2017
Unemployed Myrtle Beach SC 06/2017 07/2017
Woodmen Of The World Life Insurance Society Omaha NE 08/2017 12/2020
Woodmen Financial Services, Inc. Omaha NE 05/2018 03/2019
Woodmen Financial Services, Inc. Omaha NE 09/2020 12/2020
Jamesha Gore-Coggin Insurance Agency North Myrtle Beach SC 12/2020 07/2024
State Farm Vp Management Corp. Conway SC 08/2022 07/2024
Dan Fedele Insurance Agency Conway SC 08/2022 07/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 07/2024 Present
Bank Of America, N.A. Charlotte NC 09/2024 Present
  • 01/2013 → 12/2016
    Self- Employed Musician
    Myrtle Beach, SC
  • 12/2011 → 05/2017
    Barnes & Noble
    Myrtle Beach, SC
  • 06/2017 → 07/2017
    Unemployed
    Myrtle Beach, SC
  • 08/2017 → 12/2020
    Woodmen Of The World Life Insurance Society
    Omaha, NE
  • 05/2018 → 03/2019
    Woodmen Financial Services, Inc.
    Omaha, NE
  • 09/2020 → 12/2020
    Woodmen Financial Services, Inc.
    Omaha, NE
  • 12/2020 → 07/2024
    Jamesha Gore-Coggin Insurance Agency
    North Myrtle Beach, SC
  • 08/2022 → 07/2024
    State Farm Vp Management Corp.
    Conway, SC
  • 08/2022 → 07/2024
    Dan Fedele Insurance Agency
    Conway, SC
  • 07/2024 → Present
    Charlotte, NC
  • 09/2024 → Present
    Bank Of America, N.A.
    Charlotte, NC
Other Businesses

I*1941276, Entity Type: For Profit, Name of OBA: Jukebox Entertainment LLC Address: Murrells Inlet, SC 29576 Investment Related: No Position, Title, Association: Owner Employee Start Date: 5/7/2013 No Hours: 0 No Hours during trading: 0 Duties: Management company for band, Jukebox Elly. Main purpose of entity was paying musicians as 1099 contractors and purchasing equipment. My responsibilities included booking gigs and day to day functions of band management. No current responsibilities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-07
S63 Uniform Securities Agent State Law Examination 2020-12-07
  • S65 Uniform Investment Adviser Law Examination
    2023-08-07
  • S63 Uniform Securities Agent State Law Examination
    2020-12-07
Other Names
  • Justin Neal Jordan

View on SEC IAPD

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