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Meghan Donnelly Slocum
MEGHAN SHRIVER DONNELLY, Meghan D Slocum
CRD#: 3178589
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 1500 W MARKET ST
MEQUON, WI 53092
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2022 - Present (2 years)BBANC OF AMERICA INVESTMENT SER... (CRD# 16361)2004 - 2006 (2 years)BLAZARD FRERES & CO. LLC (CRD# 2528)1999 - 2002 (3 years)
License(s)

State Registrations

B
Alabama 9/23/2024

B
Michigan 1/20/2023

B
Arizona 1/20/2023

B
Minnesota 3/1/2023

B
Arkansas 5/20/2024

B
Nevada 5/4/2023

B
California 1/20/2023

B
New Jersey 1/23/2024

B
Colorado 1/20/2023

B
New York 1/20/2023

B
Connecticut 1/20/2023

B
North Carolina 1/20/2023

B
Florida 1/20/2023

B
Ohio 3/20/2023

B
Georgia 1/10/2024

B
Tennessee 1/20/2023

B
Hawaii 8/9/2023

B
Texas 1/20/2023

B
Illinois 1/20/2023

IA
Texas 1/20/2023

B
Indiana 12/3/2024

B
Virginia 1/20/2023

B
Kansas 3/7/2023

B
Washington 3/1/2023

B
Louisiana 1/20/2023

B
Wisconsin 12/16/2022

B
Maryland 4/11/2023

IA
Wisconsin 12/16/2022

B
Massachusetts 1/20/2023

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

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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)
1500 W MARKET ST, MEQUON, WI 53092
Registered with this firm since 12/16/2022

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
1500 W MARKET ST, MEQUON, WI 53092
Registered with this firm since 11/2/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
B
04/14/2004 - 07/13/2006 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) CHICAGO, IL
B
04/06/1999 - 06/26/2002 LAZARD FRERES & CO. LLC (CRD#:2528) 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.