• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Jerilyn KAY Bostock
CRD#: 2665798
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 Riverside, CA
Registration History
1996199820002002200420062008201020122014201620182020202220242026IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2004 - Present (21 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1999 - Present (25 years)BCOORDINATED CAPITAL SECURITIES... (CRD# 14762)1996 - 1999 (3 years)
Disclosure(s)
View By:
9/6/2024
Financial
Final
9/6/2024
Financial
Final
9/6/2024
Financial
Final
9/5/2024
Financial
Final
7/1/2024
Financial
Final
5/6/2024
Financial
Final
2/12/2024
Financial
Final
2/2/2024
Financial
Final
2/1/2024
Financial
Final
1/10/2024
Financial
Final
1/3/2024
Financial
Final
12/26/2023
Financial
Final
12/21/2023
Financial
Final
11/28/2023
Financial
Final
11/6/2023
Financial
Final
9/29/2023
Financial
Final
9/20/2023
Financial
Final
8/28/2023
Financial
Final
9/8/2015
Financial
Final
License(s)

State Registrations

IA
California 8/9/2012

IA
Wisconsin 1/12/2022

B
Wisconsin 1/10/2022

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)
Riverside, CA
2 E Mifflin St, Madison, WI 53703
Registered with this firm since 1/3/2004

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
Riverside, CA
2 E Mifflin St, Madison, WI 53703
Registered with this firm since 7/30/1999

Previous Registration(s)
th hidden textth hidden textNameLocation
B
03/22/1996 - 07/28/1999 COORDINATED CAPITAL SECURITIES, INC. (CRD#:14762) FORT ATKINSON, WI
For additional information about investment advisers or broker-dealers, please visit
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.