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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_RES 1996-12-23
FL RA APPROVED 1987-08-10
  • TX RA
    APPROVED_RES
    Since 1996-12-23
  • FL RA
    APPROVED
    Since 1987-08-10

Branch Locations

401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • 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 Ft Lauderdale FL 07/1987 Present
Bank Of America, N.A. Fort Lauderdale FL 05/2011 Present
Other Businesses

BUSINESS OR ACTIVITY NAME: C A O IRA FOR PROFIT OR NOT FOR PROFIT: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] NOT FOR PROFITINVESTMENT RELATED: (YES OR NO) *[O'LEARY, MARK (FORT LAUDERDALE, FL LW)] YES, I AM POWER OF ATTORNEY ON MY WIFE'S IRA ACCOUNT ADDRESS OF BUSINESS: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] BOCA RATON,FL 33428NATURE OF BUSINESS: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] MY WIFE'S MERRILL LYNCH IRA ACCOUNTYOUR POSITION, TITLE, ASSOCIATION: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] POWER OF ATTORNEY FOR MY WIFE'S IRA ACCOUNTSTART DATE OF RELATIONSHIP: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] 01/23/2004NUMBER OF HOURS DEVOTED PER MONTH: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] LESS THAN ONE HOURNUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] 0YOUR DUTIES: [O'LEARY, MARK (FORT LAUDERDALE, FL LW)] I HAVE POWER OF ATTORNEY ON MY WIFE C'S MERRILL LYNCH IRA ACCOUNT. I*4350271, Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO S T O RRA FBO S T O, Address: Boca Raton, Florida, 33428, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 03/25/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Duties: Power of Attorney/Child/Grandchild I*5108268 Entity Type: Fiduciary role Name of OBA: S. T. O. Address: Boca Raton, FL 33428 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/27/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Power of Attorney/Child/Grandchild I*5454268, Entity Type: , Name of OBA: P M O TOD BENEFICIARIES ON FILE , Address: Boca Raton, Florida, 33428, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 08/18/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-07-27
S63 Uniform Securities Agent State Law Examination 1986-01-31
  • S65 Uniform Investment Adviser Law Examination
    1995-07-27
  • S63 Uniform Securities Agent State Law Examination
    1986-01-31
Other Names
  • Mark Jeremiah Oleary
  • Mark Jeremiah O'LEary

View on SEC IAPD

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