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JESSE LEE BELVILLE
CRD#: 4506837
IA
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 1 COWBOYS WAY
FRISCO, TX 75034
FRISCO, TX 75034
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Disclosures
22
Years of Experience
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State Registrations
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Alabama 2/7/2024
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Mississippi 8/9/2016
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Arizona 5/20/2014
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Missouri 4/2/2024
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Arkansas 5/20/2014
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New Mexico 10/4/2017
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California 7/18/2012
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New York 3/30/2012
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Colorado 7/9/2012
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North Carolina 1/4/2012
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Delaware 2/27/2024
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North Dakota 11/25/2022
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Florida 9/5/2012
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Ohio 2/23/2022
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Florida 2/24/2021
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Oklahoma 6/2/2010
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Georgia 5/20/2014
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Pennsylvania 10/4/2017
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Idaho 10/4/2017
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South Carolina 5/20/2014
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Illinois 5/20/2014
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Tennessee 8/4/2016
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Indiana 6/16/2021
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Texas 6/2/2010
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Kansas 10/14/2021
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Texas 6/2/2010
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Kentucky 7/31/2024
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Utah 6/5/2020
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Louisiana 10/4/2017
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Virginia 8/6/2019
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Maryland 5/5/2022
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Washington 10/4/2017
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Michigan 3/3/2021
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Wisconsin 8/10/2022
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Minnesota 5/20/2014
SRO Registrations
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Registered with this firm since 6/2/2010
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Registered with this firm since 6/2/2010
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/06/2009 - 06/02/2010 | PLANO, TX | |
B | 07/06/2009 - 06/02/2010 | PLANO, TX | |
IA | 10/08/2007 - 05/13/2009 | DALLAS, TX | |
B | 08/02/2007 - 05/13/2009 | DALLAS, TX | |
B | 04/24/2002 - 05/31/2007 | DULUTH, GA |
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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.
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.