Barton Medlen Bonney

CRD 2354227 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Southlake, TX

IA RegisteredBroker

Also appears in the source record as: Bart Bonney

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 65Series 63Series 10Series 9Series 31SIESeries 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (12)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Southlake, TX · IA capacity

Jun 16, 2016 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Southlake, TX · BC capacity

start not retrieved → present
J.P. Morgan Securities LLC
BD capacity

Aug 23, 2013 → May 19, 2016
Barclays Capital Inc.
IA capacity

Feb 27, 2009 → Aug 20, 2013
Barclays Capital Inc.
BD capacity

Sep 22, 2008 → Aug 20, 2013
Lehman Brothers Inc.
IA capacity

Jun 15, 2004 → Oct 15, 2008
Lehman Brothers Inc.
BD capacity

May 17, 2004 → Sep 22, 2008
Deutsche Bank Securities Inc.
BD capacity

Jul 15, 2003 → May 18, 2004
Southwest Securities, Inc.
BD capacity

Apr 9, 1998 → Jul 9, 2003
Southwest Securities, Inc.
BD capacity

Feb 11, 1998 → Feb 24, 1998
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Jan 28, 1997 → Feb 12, 1998
Fidelity Brokerage Services, Inc.
BD capacity

Jun 18, 1993 → Jan 9, 1997

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2354227 ↗ FINRA BrokerCheck record for CRD 2354227 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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