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Detailed Report
STEPHANIE BOLTON MCEVER
STEPHANIE D BOLTON, STEPHANIE BOLTON
CRD#: 4352189
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 6060 POPLAR AVE
MEMPHIS, TN 38119
Registration History
2002200420062008201020122014201620182020202220242026IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2003 - Present (22 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2002 - Present (22 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2001 - 2001 (<1 year)
License(s)

State Registrations

IA
Alabama 1/28/2003
B
Missouri 1/6/2021
B
Alabama 1/15/2010
B
Nevada 2/8/2023
B
Arkansas 4/1/2003
B
New Jersey 4/1/2003
B
California 4/1/2003
B
New Mexico 12/1/2006
B
Colorado 9/20/2013
B
New York 1/15/2010
B
Florida 4/1/2003
B
North Carolina 4/3/2003
B
Georgia 4/1/2003
B
Pennsylvania 1/15/2010
B
Illinois 4/1/2003
B
South Carolina 6/5/2009
B
Indiana 12/1/2006
B
Tennessee 1/27/2003
B
Kentucky 6/5/2009
IA
Tennessee 5/26/2004
B
Louisiana 1/15/2010
B
Texas 4/1/2003
B
Maryland 9/19/2017
IA
Texas 4/2/2003
B
Michigan 6/21/2022
B
Vermont 6/5/2009
B
Minnesota 10/8/2021
B
Virginia 4/1/2003
B
Mississippi 4/1/2003
B
Washington 6/5/2009

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)
6060 POPLAR AVE, MEMPHIS, TN 38119
Registered with this firm since 1/28/2003
B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
6060 POPLAR AVE, MEMPHIS, TN 38119
Registered with this firm since 10/17/2002
Previous Registration(s)
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B
 03/20/2001 - 07/03/2001 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.