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

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Feb 7, 2022

First registration

Apr 23, 2023

Dual registered

yes, broker-dealer

Other names

Evagelos Petrakos|Evagelos P Petrakos|Evagelos Panagiotis Petrakos

IAPD individual key

7452673

• Occurred

  Mar 4, 2025
  Advisor changed firm

  Evagelos Panagiotis Petrakos left Charles Schwab & Co., Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-03-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f3da3395-da66-b3c8-516e-8708f7ae7c66

First observed

Apr 23, 2023

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.