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Reading the graph
Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTH BETHESDA, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 12, 2024 | n/a | yes | NORTH BETHESDA, MD | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 23, 2022 | Feb 21, 2024 | no | Germantown, MD|SILVER SPRING, MD|Frederick, MD|Kensington, MD | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 23, 2020 | Nov 16, 2022 | no | SILVER SPRING, MD|COLUMBIA, MD|NEW YORK, NY|SILVER SPRING, MD|GERMANTOWN, MD|GERMANTOWN, MD|FREDERICK, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Feb 21, 2024 | Apr 12, 2024 | 51 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.P. MORGAN SECURITIES LLC | Nov 16, 2022 | Nov 23, 2022 | 7 | Firm change | Wirehouse to wirehouse |