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Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-06
  • TX RA
    APPROVED
    Since 2025-03-06

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

8101 Sw 34Th Ave, Amarillo, TX 79121 • 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 Amarillo TX 08/2022 Present
Ups Amarillo TX 09/2021 09/2021
Downtown Athletic Club Amarillo TX 07/2020 09/2020
Saint Peter's University Jersey City NJ 08/2016 05/2020
Cork Institute Of Technology Cork 09/2020 09/2021
Rogue Gym Pampa TX 08/2021 08/2022
Bank Of America, N.A. Amarillo TX 01/2025 Present
  • 08/2022 → Present
    Amarillo, TX
  • 09/2021 → 09/2021
    Ups
    Amarillo, TX
  • 07/2020 → 09/2020
    Downtown Athletic Club
    Amarillo, TX
  • 08/2016 → 05/2020
    Saint Peter's University
    Jersey City, NJ
  • 09/2020 → 09/2021
    Cork Institute Of Technology
    Cork
  • 08/2021 → 08/2022
    Rogue Gym
    Pampa, TX
  • 01/2025 → Present
    Bank Of America, N.A.
    Amarillo, TX
Other Businesses

I*: 2453270 Entity Type: Charitable Name of OBA: Heal the City Address: Amarillo, TX 79106 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 5/12/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: At Heal the City, their mission is to provide free quality medical care and referral services with dignity and compassion to the uninsured in our community. As a Board of Director I will play a critical role in guiding strategic decision, ensuring sustainability, and advocating for our patients, team, and organization. Those activities include: Community Engagement by acting as an ambassador for Heal the City, strengthening relationships with partners and the community. Offer insight on community needs and opportunities to expand our impact. Contributing to strategic initiatives by providing input on strategic plans and ensure alignment with Heal the City mission. Serve on committees as needed. Support fundraising efforts through outreach, sponsorships, and networking.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-05
  • S66 Uniform Combined State Law Examination
    2025-03-05
Other Names
  • Quinntavious Re'SHaud Hall-Taylor
  • Quinntavious Reshaud Hall Taylor
  • Quinntavious Hall Taylor
  • Quinntavious R Taylor
  • Quinn Taylor
  • Quinntaviou Taylor

View on SEC IAPD

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