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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 2017-12-07
  • TX RA
    APPROVED
    Since 2017-12-07

Branch Locations

Angleton, TX • United States

20 Greenway Plz, Houston, TX 77046 • 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 Lake Jackson TX 10/2017 Present
Invesco Ltd. Houston TX 06/2016 07/2017
Unemployed Lake Jackson TX 08/2017 10/2017
Bank Of America, N.A. Lake Jackson TX 02/2018 Present
Other Businesses

I*827282For profit or not for profit: Entity CharitableName of outside business organization: Brazosport Fine Arts Council Inc.Investment related: NAddress of business: Clute, Texas, 77531Nature of business: ["Charitable Organization"]Position, title, association: ["Other"], Start date of relationship: 3/13/2022Number of hours devoted: 50 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Participant only, limited to music performance and possibly some light acting for certain theatrical shows., Performing Arts, Musical and Dramatic shows. Musical support by playing in the show orchestra, potential light stage acting. I*1242277For profit or not for profit: Name of outside business organization: eBay Inc.Investment related: NAddress of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Selling personal items on the eBay platform, as well as assisting my wife and in-laws to disburse/divest themselves of some collectibles from their deceased father's estate which were recently located. I*4775283, Entity Type: , Name of OBA: Rental Property - 29-Jun-26 - 1, Address: Bristol, Virginia, 24201, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/23/2026, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-06
S63 Uniform Securities Agent State Law Examination 1994-07-05
  • S65 Uniform Investment Adviser Law Examination
    2017-12-06
  • S63 Uniform Securities Agent State Law Examination
    1994-07-05
Other Names
  • Edmund Lee Steinert
  • Edmund Steinert
  • Ed Steinert

View on SEC IAPD

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