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Theresa Kathleen Mcdonough

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Blue Bell, PA

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-06-21
TX RA APPROVED_RES 2000-01-07
  • PA RA
    APPROVED
    Since 2010-06-21
  • TX RA
    APPROVED_RES
    Since 2000-01-07

Branch Locations

470 Norristown Rd, Blue Bell, PA 19422 • United States

One Bryant Park, New York, NY 10036 • 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 Blue Bell PA 09/1997 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 09/1997 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-01-18
S63 Uniform Securities Agent State Law Examination 1987-09-11
  • S65 Uniform Investment Adviser Law Examination
    1993-01-18
  • S63 Uniform Securities Agent State Law Examination
    1987-09-11
Other Names
  • Terry Mcdonough
  • Theresa K Mcdonough
  • Theresa K Walsh
  • Terry Mcdonough

View on SEC IAPD

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Other Offices

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
ROBERT W. BAIRD & CO. INCORPORATED · SENTRY PARK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Blue Bell, PA
CETERA INVESTMENT ADVISERS LLC · BLUE BELL, PA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BLUE BELL, PA
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC · BLUE BELL, PA
COOMBS WEALTH ADVISORY, LLC · BLUE BELL, PA

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