Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-17
  • TX RA
    APPROVED
    Since 2025-07-17

Branch Locations

3660 N Belt Line Rd, Irving, TX 75062 • United States

110 E John Carpenter Fwy, Irving, TX 75062 • 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 Irving TX 08/2018 11/2023
Bank Of America, N.A. Plano TX 08/2012 08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Irving TX 06/2025 Present
Bank Of America, Na Dallas TX 11/2023 06/2025
Bank Of America, N.A. Irving TX 07/2025 Present
Previous Registrations
Other Businesses

I*3935277 Entity Type: For Profit Name of OBA: L Y W Address: Honolulu, Hawaii, 96826 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/04/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Mom's retail clothing business; added as an authorized signer for contingency Answering questions for mom.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-30
  • S66 Uniform Combined State Law Examination
    2018-06-30
Other Names
  • Jonathan N Wong
  • Jonathan Wong

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Irving, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor