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Timothy Zachariah Patterson
Zach Patterson
CRD#: 7311698
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 110 N WACKER DR
CHICAGO, IL 60606
Registration History
2021202220232024202520262 FIRMS2021 - 2022 (1 year)2 FIRMS2022 - Present (2 years)
License(s)

State Registrations

B
Alabama 10/6/2022

B
Missouri 10/6/2022

B
Arizona 10/6/2022

B
Montana 10/6/2022

B
Arkansas 10/6/2022

B
Nebraska 10/6/2022

B
California 10/6/2022

B
Nevada 10/6/2022

B
Colorado 10/6/2022

B
New Hampshire 10/6/2022

B
Connecticut 10/6/2022

B
New Jersey 10/6/2022

B
Delaware 10/6/2022

B
New Mexico 10/6/2022

B
District of Columbia 10/6/2022

B
New York 10/6/2022

B
Florida 10/6/2022

B
North Carolina 10/6/2022

B
Georgia 10/6/2022

B
Ohio 10/6/2022

B
Illinois 10/3/2022

B
Oklahoma 10/6/2022

IA
Illinois 10/3/2022

B
Oregon 2/1/2023

B
Indiana 10/6/2022

B
Pennsylvania 10/6/2022

B
Iowa 10/6/2022

B
South Carolina 10/6/2022

B
Kansas 10/6/2022

B
Tennessee 10/6/2022

B
Kentucky 10/6/2022

B
Texas 10/25/2022

B
Louisiana 10/6/2022

IA
Texas 10/25/2022

B
Maine 10/6/2022

B
Vermont 10/6/2022

B
Maryland 10/6/2022

B
Virginia 10/6/2022

B
Massachusetts 10/6/2022

B
Washington 10/6/2022

B
Michigan 10/6/2022

B
Wisconsin 10/6/2022

B
Minnesota 10/6/2022

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)
110 N WACKER DR, CHICAGO, IL 60606
Registered with this firm since 10/3/2022

B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
110 N WACKER DR, CHICAGO, IL 60606
Registered with this firm since 10/3/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
08/03/2021 - 08/18/2022 M1 FINANCE (CRD#:249787) CHICAGO, IL
B
03/01/2021 - 08/18/2022 M1 FINANCE LLC (CRD#:281242) CHICAGO, IL
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.