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David M Davtian

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Seekonk, MA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-05-21
CT RA APPROVED 2024-11-05
TX RA APPROVED 2024-11-05
  • RI RA
    APPROVED
    Since 2025-05-21
  • CT RA
    APPROVED
    Since 2024-11-05
  • TX RA
    APPROVED
    Since 2024-11-05

Branch Locations

1021 Fall River Ave, Seekonk, MA 02771 • 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 North Attleboro MA 04/2022 Present
Chipotle Mexican Grill Seekonk MA 10/2020 11/2021
Chipotle Mexican Grill Smithfield RI 10/2015 10/2020
Best Buy Warwick RI 09/2016 12/2016
University Of Rhode Island North Kingstown RI 05/2014 09/2016
Bellevue University Bellevue NE 11/2018 05/2023
Bank Of America, N.A North Attleboro MA 06/2024 Present
  • 04/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    North Attleboro, MA
  • 10/2020 → 11/2021
    Chipotle Mexican Grill
    Seekonk, MA
  • 10/2015 → 10/2020
    Chipotle Mexican Grill
    Smithfield, RI
  • 09/2016 → 12/2016
    Best Buy
    Warwick, RI
  • 05/2014 → 09/2016
    University Of Rhode Island
    North Kingstown, RI
  • 11/2018 → 05/2023
    Bellevue University
    Bellevue, NE
  • 06/2024 → Present
    Bank Of America, N.A
    North Attleboro, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2024-09-06

View on SEC IAPD

Other Firms

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J.P. MORGAN SECURITIES LLC
BOUNTIFUL INVESTMENT MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
AXIS WEALTH PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC

Other Investors

AARON JACK SIMON
WILLIAM BENTON PYLES
JAIME RHEAUME
Jeremy Cox
JOHN JOSEPH NUNES
Michael Robert Ferrie
JOSHUA JON WELLS
MANUEL RAPOSA REZENDES

Other Offices

LPL FINANCIAL LLC · SEEKONK, MA
J.P. MORGAN SECURITIES LLC · East Providence, RI
LPL FINANCIAL LLC · SEEKONK, MA
BOUNTIFUL INVESTMENT MANAGEMENT LLC · RUMFORD, RI
COMMONWEALTH FINANCIAL NETWORK · EAST PROVIDENCE, RI
LPL ENTERPRISE, LLC · EAST PROVIDENCE, RI
AXIS WEALTH PARTNERS, LLC · EAST PROVIDENCE, RI
AMERIPRISE FINANCIAL SERVICES, LLC · EAST PROVIDENCE, RI

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