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JEFFREY PETER LEVESQUE
CRD#: 2190648
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 4908 WHITEFORD RD
TOLEDO, OH 43623
Registration History
19952000200520102015202020252 FIRMS2002 - Present (23 years)BMCDONALD INVESTMENTS INC. (CRD# 566)1999 - 2002 (2 years)BKEY INVESTMENTS INC. (CRD# 15873)1995 - 1999 (4 years)BSOCIETY INVESTMENTS, INC. (CRD# 17656)1994 - 1995 (1 year)BSMITH BARNEY SHEARSON INC. (CRD# 7059)1993 - 1994 (<1 year)BLEHMAN BROTHERS INC. (CRD# 7506)1992 - 1993 (1 year)
Disclosure(s)
View By:
11/25/2002
Customer Dispute
Settled
1/24/2002
Employment Separation After Allegations
6/1/2001
Customer Dispute
Settled
3/25/2001
Customer Dispute
Denied
License(s)

State Registrations

B
Arizona 9/7/2017

B
Oregon 3/4/2022

B
California 8/17/2015

B
Pennsylvania 10/28/2009

B
Colorado 1/20/2011

B
South Carolina 8/25/2015

B
Florida 3/23/2004

B
South Dakota 5/19/2017

B
Georgia 10/25/2017

B
Tennessee 4/12/2007

B
Illinois 12/10/2015

IA
Texas 10/25/2017

B
Michigan 1/31/2002

B
Texas 10/26/2023

B
Minnesota 8/29/2012

B
Vermont 2/27/2024

B
New Hampshire 4/20/2007

B
Virginia 1/13/2023

B
New Jersey 8/12/2024

B
Washington 12/22/2017

B
North Carolina 2/18/2010

B
Wisconsin 1/3/2018

B
Ohio 1/31/2002

B
Wyoming 11/21/2019

IA
Ohio 2/7/2002

SRO Registrations

B
Cboe BYX Exchange, Inc.

B
Cboe BZX Exchange, Inc.

B
Cboe Exchange, Inc.

B
FINRA

B
Nasdaq Stock Market

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
4908 WHITEFORD RD, TOLEDO, OH 43623
Registered with this firm since 1/31/2002

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
4908 WHITEFORD RD, TOLEDO, OH 43623
Registered with this firm since 1/31/2002

Previous Registration(s)
th hidden textth hidden textNameLocation
B
05/14/1999 - 02/04/2002 MCDONALD INVESTMENTS INC. (CRD#:566) CLEVELAND, OH
B
03/03/1995 - 05/14/1999 KEY INVESTMENTS INC. (CRD#:15873) CLEVELAND, OH
B
02/08/1994 - 03/03/1995 SOCIETY INVESTMENTS, INC. (CRD#:17656)
B
07/31/1993 - 01/26/1994 SMITH BARNEY SHEARSON INC. (CRD#:7059) NEW YORK, NY
B
06/24/1992 - 07/31/1993 LEHMAN BROTHERS INC. (CRD#:7506) NEW YORK, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.