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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 2023-07-13
MN RA APPROVED 2019-07-02
  • TX RA
    APPROVED
    Since 2023-07-13
  • MN RA
    APPROVED
    Since 2019-07-02

Branch Locations

306 22Nd St, Galveston, TX 77550 • 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
Unemployed Apple Valley MN 01/2018 05/2018
Best Time Rv, Lp Las Vegas NV 07/2017 01/2018
Unemployed Henderson NV 07/2017 07/2017
Everywhere Wireless, Llc Chicago IL 01/2017 06/2017
Unemployed Winfield IL 12/2016 01/2017
Kelly Services, Inc. Chicago IL 10/2016 12/2016
Unemployed Missouri City TX 08/2016 09/2016
Unemployed Morton Grove IL 09/2016 10/2016
Axa Advisors, Llc New York NY 05/2018 03/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 06/2019 Present
Data Recognition Corporation (Drc) Plymouth MN 05/2019 06/2019
Joann Stores, Llc Edina MN 09/2018 07/2019
Bank Of America, N.A Minneapolis MN 07/2019 Present
  • 01/2018 → 05/2018
    Unemployed
    Apple Valley, MN
  • 07/2017 → 01/2018
    Best Time Rv, Lp
    Las Vegas, NV
  • 07/2017 → 07/2017
    Unemployed
    Henderson, NV
  • 01/2017 → 06/2017
    Everywhere Wireless, Llc
    Chicago, IL
  • 12/2016 → 01/2017
    Unemployed
    Winfield, IL
  • 10/2016 → 12/2016
    Kelly Services, Inc.
    Chicago, IL
  • 08/2016 → 09/2016
    Unemployed
    Missouri City, TX
  • 09/2016 → 10/2016
    Unemployed
    Morton Grove, IL
  • 05/2018 → 03/2019
    Axa Advisors, Llc
    New York, NY
  • 06/2019 → Present
    Minneapolis, MN
  • 05/2019 → 06/2019
    Data Recognition Corporation (Drc)
    Plymouth, MN
  • 09/2018 → 07/2019
    Joann Stores, Llc
    Edina, MN
  • 07/2019 → Present
    Bank Of America, N.A
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-11
  • S66 Uniform Combined State Law Examination
    2018-07-11
Other Names
  • Matthew Jacobson
  • Matthew David Jacobson
  • Matt Jacobson
  • Matt David Jacobson

View on SEC IAPD

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