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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 2024-06-03
MS RA APPROVED 2024-05-25
  • TX RA
    APPROVED
    Since 2024-06-03
  • MS RA
    APPROVED
    Since 2024-05-25

Branch Locations

1022 Highland Colony Pkwy, Ridgeland, MS 39157 • 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 Ridgeland MS 02/2024 Present
Saint Mark's Episcopal Church Jackson MS 10/2023 Present
Unemployed Jackson MS 04/2023 10/2023
Saint Luke's Episcopal Church Mountain Brook AL 01/2022 04/2023
Saint Philip's Episcopal Church Jackson MS 06/2020 12/2021
First Presbyterian Day School Jackson MS 08/2021 10/2021
Saint Andrew's Episcopal School Ridgeland MS 07/2020 11/2020
Learning Forte Madison VA 06/2020 11/2020
Virginia Theological Seminary Alexandria VA 08/2017 05/2020
Virginia Hospital Center Arlington VA 05/2019 07/2019
Merriweather Godsey Alexandria VA 09/2017 05/2020
Unemployed Ridgeland MS 05/2017 08/2017
University Of Mississippi University MS 05/2014 06/2017
Bank Of America, N.A. Ridgeland MS 03/2024 Present
  • 02/2024 → Present
    Ridgeland, MS
  • 10/2023 → Present
    Saint Mark's Episcopal Church
    Jackson, MS
  • 04/2023 → 10/2023
    Unemployed
    Jackson, MS
  • 01/2022 → 04/2023
    Saint Luke's Episcopal Church
    Mountain Brook, AL
  • 06/2020 → 12/2021
    Saint Philip's Episcopal Church
    Jackson, MS
  • 08/2021 → 10/2021
    First Presbyterian Day School
    Jackson, MS
  • 07/2020 → 11/2020
    Saint Andrew's Episcopal School
    Ridgeland, MS
  • 06/2020 → 11/2020
    Learning Forte
    Madison, VA
  • 08/2017 → 05/2020
    Virginia Theological Seminary
    Alexandria, VA
  • 05/2019 → 07/2019
    Virginia Hospital Center
    Arlington, VA
  • 09/2017 → 05/2020
    Merriweather Godsey
    Alexandria, VA
  • 05/2017 → 08/2017
    Unemployed
    Ridgeland, MS
  • 05/2014 → 06/2017
    University Of Mississippi
    University, MS
  • 03/2024 → Present
    Bank Of America, N.A.
    Ridgeland, MS
Other Businesses

I*: 1728322Name of the other business: Saint Mark's Episcopal ChurchWhether the business is investment-related: NoAddress of the other business: Jackson, MS 39201Nature of the other business: ClergyYour position: Priest in ChargeTitle, or relationship with the other business: ClergyStart date of your relationship10-01-2023Approximate number of hours/month you devote to the other business: 10Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other business: Lead worship on Sundays, Advise a leadership board, and take care of the needs of the community. I*3752265 Entity Type: Entity Charitable Name of OBA: Virginia Theological Seminary Address: Alexandria, Virginia, 22304 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2026 Number of Hours: 40, Yearly Number of Hours during trading: 10, Yearly Duties: A board of trustees is essential to the health, accountability, and long¿term mission of any seminary or higher¿education institution. Steward of the institution¿s mission, financial integrity, and strategic future. I*3752266 Entity Type: Entity Charitable Name of OBA: General Theological Seminary Address: New York, New York, 10011 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 06/01/2026 Number of Hours: 50, Yearly Number of Hours during trading: 10, Yearly Duties: A board of trustees is essential to the health, accountability, and long¿term mission of any seminary or higher¿education institution. Steward of the institution¿s mission, financial integrity, and strategic future.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-23
  • S66 Uniform Combined State Law Examination
    2024-05-23
Other Names
  • William R Boyles

View on SEC IAPD

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