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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-20
IL RA APPROVED 2024-08-14
MO RA APPROVED 2024-05-23
TX RA APPROVED 2007-06-28
  • FL RA
    APPROVED
    Since 2025-08-20
  • IL RA
    APPROVED
    Since 2024-08-14
  • MO RA
    APPROVED
    Since 2024-05-23
  • TX RA
    APPROVED
    Since 2007-06-28

Branch Locations

Jacksonville, FL • United States

815 S Palafox St, Pensacola, FL 32502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 08/2003 Present
Bank Of America, N.A. Jacksonville FL 06/2011 Present
Other Businesses

I*3277264, Entity Type, Name of OBA: M H Address: JacksonvilleFlorida32257 Investment Related: No Position, Title, Association: Power of AttorneyEmployee Start Date:12/06/2025 No Hours: 5 yearly No Hours during trading: 0 Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-25
  • S66 Uniform Combined State Law Examination
    2007-06-25

View on SEC IAPD

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