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.

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

Dec 30, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Dec 30, 1999

First registration

May 15, 2008

Dual registered

yes, broker-dealer

Other names

THOMASINA KATHLEEN BEAGLE|THOMASINA KATHLEEN BEAGLE|THOMASINA KATHLEEN SANCHEZ|THOMASINA BEAGLE SANCHEZ

IAPD individual key

2240138

• Occurred

  Jul 28, 2022
  Advisor changed firm

  Thomasina B Sanchez left Morgan Stanley for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-10-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e2334dfa-7ee1-b446-cc34-135243711a33

First observed

May 15, 2008

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.