Jeffrey Boles

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-11-25
TX	RA	APPROVED	2024-11-25

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	07/2024	Present
Vanderbilt Mortgage And Finance Inc.	Maryville	TN	06/2022	06/2024
Walgreens	Alcoa	TN	11/2021	04/2022
All My Sons Moving And Storage	Knoxville	TN	10/2020	11/2021
University Of Tennessee Knoxville	Knoxville	TN	05/2019	05/2021
William Blount High School	Maryville	TN	08/2015	05/2019
Wilderness Hotel & Resorts Inc	Sevierville	TN	06/2021	08/2021
Bank Of America, N.A.	Chandler	AZ	04/2026	Present

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
06/2022 → 06/2024

Vanderbilt Mortgage And Finance Inc.

Maryville, TN
11/2021 → 04/2022

Walgreens

Alcoa, TN
10/2020 → 11/2021

All My Sons Moving And Storage

Knoxville, TN
05/2019 → 05/2021

University Of Tennessee Knoxville

Knoxville, TN
08/2015 → 05/2019

William Blount High School

Maryville, TN
06/2021 → 08/2021

Wilderness Hotel & Resorts Inc

Sevierville, TN
04/2026 → Present

Bank Of America, N.A.

Chandler, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-12

Other Firms