Jacqueline Tregortha is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-12-07 | present | Yes |
| OSAIC WEALTH, INC. | 2021-09-07 | 2021-12-31 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2020-10-20 | 2021-08-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-06-11 | 2013-12-24 | — |