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Joseph Donald Wilson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ocean City, MD

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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 2018-07-30
DC RA APPROVED 2003-09-09
MD RA APPROVED 1995-01-17
  • TX RA
    APPROVED_RES
    Since 2018-07-30
  • DC RA
    APPROVED
    Since 2003-09-09
  • MD RA
    APPROVED
    Since 1995-01-17

Branch Locations

11724 Ocean Gtwy, Ocean City, MD 21842 • 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 Greenbelt MD 01/1991 Present
Bank Of America, Na Ocean City MD 11/2009 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-20
S63 Uniform Securities Agent State Law Examination 1987-06-26
  • S65 Uniform Investment Adviser Law Examination
    1994-12-20
  • S63 Uniform Securities Agent State Law Examination
    1987-06-26

View on SEC IAPD

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