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GRACE MONROE MARSHALL
GRACE MONROE REESE, GRACE REESE, Grace Monroe Roberson
CRD#: 6765896
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 1803 BROADWAY ST
SAN ANTONIO, TX 78215
Registration History
20172018201920202021202220232024202520262 FIRMS2019 - Present (5 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2017 - 2017 (<1 year)
License(s)

State Registrations

B
Alabama 1/15/2020

B
Nebraska 4/5/2022

B
Alaska 4/16/2024

B
Nevada 4/16/2024

B
Arizona 1/15/2020

B
New Hampshire 4/16/2024

B
Arkansas 1/15/2021

B
New Jersey 4/16/2024

B
California 1/15/2020

B
New Mexico 6/17/2019

B
Colorado 1/15/2020

B
New York 8/15/2019

B
Connecticut 1/15/2020

B
North Carolina 8/15/2019

B
Delaware 4/16/2024

B
North Dakota 4/16/2024

B
District of Columbia 1/15/2021

B
Ohio 8/4/2023

B
Florida 2/7/2024

B
Oklahoma 1/15/2020

B
Georgia 8/15/2019

B
Oregon 4/16/2024

B
Hawaii 3/5/2020

B
Pennsylvania 8/15/2019

B
Idaho 4/16/2024

B
Puerto Rico 4/16/2024

B
Illinois 8/15/2019

B
Rhode Island 4/16/2024

B
Indiana 4/16/2024

B
South Carolina 1/15/2021

B
Iowa 4/5/2022

B
South Dakota 4/16/2024

B
Kansas 1/15/2021

B
Tennessee 4/16/2024

B
Kentucky 4/16/2024

B
Texas 4/29/2019

B
Louisiana 1/15/2021

IA
Texas 4/29/2019

B
Maine 4/16/2024

B
Utah 1/15/2021

B
Maryland 1/8/2021

B
Vermont 4/16/2024

B
Massachusetts 4/16/2024

B
Virgin Islands 4/16/2024

B
Michigan 1/15/2021

B
Virginia 1/15/2021

B
Minnesota 1/15/2021

B
Washington 1/15/2020

B
Mississippi 4/16/2024

B
West Virginia 4/16/2024

B
Missouri 4/16/2024

B
Wisconsin 4/16/2024

B
Montana 4/16/2024

B
Wyoming 4/16/2024

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)
1803 BROADWAY ST, SAN ANTONIO, TX 78215
Registered with this firm since 4/29/2019

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
1803 BROADWAY ST, SAN ANTONIO, TX 78215
Registered with this firm since 4/29/2019

Previous Registration(s)
th hidden textth hidden textNameLocation
B
04/15/2017 - 11/29/2017 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) ALBUQUERQUE, NM
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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.