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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

ALLANN CASSIO MARRA

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cb74ce7c-55df-d788-c0d6-a0f21cc24e5f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 13, 2011 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 4
Exams: S63|S66
First exam: Apr 27, 2007
First registration: Dec 13, 2011
Dual registered: yes, broker-dealer
IAPD individual key: 5251169

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 27, 2015	n/a	yes	BOCA RATON, FL	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Jul 7, 2015	no	ASTORIA, NY\|ASTORIA, NY\|LONG ISLAND CITY, NY\|SUNNYSIDE, NY\|LONG ISLAND CITY, NY\|SUNNYSIDE, NY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Dec 13, 2011	Oct 1, 2012	no	LONG ISLAND CITY, NY\|ASTORIA, NY\|ASTORIA, NY\|REGO PARK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 7, 2015	Jun 27, 2015	-10	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (3)

→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: current employment
Jun 27, 2015 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Jul 7, 2015factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Dec 13, 2011 to Oct 1, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb74ce7c-55df-d788-c0d6-a0f21cc24e5f
First observed: Dec 13, 2011
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALLANN CASSIO MARRA

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cb74ce7c-55df-d788-c0d6-a0f21cc24e5f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jun 27, 2015

n/a

yes

BOCA RATON, FL

Current employment

J.P. MORGAN SECURITIES LLC

Wirehouse

Oct 1, 2012

Jul 7, 2015

Previous registration

CHASE INVESTMENT SERVICES CORP.

Former SEC adviser

Dec 13, 2011

Oct 1, 2012

LONG ISLAND CITY, NY|ASTORIA, NY|ASTORIA, NY|REGO PARK, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 7, 2015

Jun 27, 2015

-10

Firm change

Wirehouse to wirehouse

CHASE INVESTMENT SERVICES CORP.

J.P. MORGAN SECURITIES LLC

Oct 1, 2012

Bulk transfer

Other