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Juan A Donis

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Key Biscayne, FL

Coconut Grove, 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 2023-09-22
FL RA APPROVED 2023-09-11
  • TX RA
    APPROVED
    Since 2023-09-22
  • FL RA
    APPROVED
    Since 2023-09-11

Branch Locations

260 Crandon Blvd, Key Biscayne, FL 33149 • United States

3211 Grand Ave, Coconut Grove, FL 33133 • 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 Jacksonville FL 05/2023 Present
Unemployed Gainesville FL 05/2019 05/2023
Sloan's Ice Cream Store Doral FL 04/2017 12/2017
Unemployed Doral FL 01/2013 08/2017
Unemployed Gainesville FL 12/2017 09/2018
Sloan's Ice Cream Store Doral FL 02/2018 09/2018
Unemployed Gainesville FL 09/2018 05/2023
Bank Of America, N.A. Jacksonville FL 07/2023 Present
  • 05/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 05/2019 → 05/2023
    Unemployed
    Gainesville, FL
  • 04/2017 → 12/2017
    Sloan's Ice Cream Store
    Doral, FL
  • 01/2013 → 08/2017
    Unemployed
    Doral, FL
  • 12/2017 → 09/2018
    Unemployed
    Gainesville, FL
  • 02/2018 → 09/2018
    Sloan's Ice Cream Store
    Doral, FL
  • 09/2018 → 05/2023
    Unemployed
    Gainesville, FL
  • 07/2023 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-07
  • S66 Uniform Combined State Law Examination
    2023-09-07

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Key Biscayne, FL
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