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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 2025-10-28
TX RA APPROVED_RES 2025-06-30
  • FL RA
    APPROVED
    Since 2025-10-28
  • TX RA
    APPROVED_RES
    Since 2025-06-30

Branch Locations

19495 Biscayne Blvd, Aventura, FL 33180 • 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
Ubs Financial Services Inc. Coral Gables FL 12/2018 04/2020
David Navarro Creative Inc Miami FL 04/2015 12/2018
Morgan Stanley Aventura FL 04/2020 07/2021
Mml Investors Services/Wealth Insight Partners Bethesda MD 07/2021 02/2025
Massmutual Life Insurance Co. Bethesda MD 03/2022 02/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Aventura FL 06/2025 Present
Unemployed Weston FL 02/2025 06/2025
Florida International University Miami FL 01/2022 12/2022
Bank Of America, N.A. Aventura FL 07/2025 Present
  • 12/2018 → 04/2020
    Coral Gables, FL
  • 04/2015 → 12/2018
    David Navarro Creative Inc
    Miami, FL
  • 04/2020 → 07/2021
    Aventura, FL
  • 07/2021 → 02/2025
    Mml Investors Services/Wealth Insight Partners
    Bethesda, MD
  • 03/2022 → 02/2025
    Massmutual Life Insurance Co.
    Bethesda, MD
  • 06/2025 → Present
    Aventura, FL
  • 02/2025 → 06/2025
    Unemployed
    Weston, FL
  • 01/2022 → 12/2022
    Florida International University
    Miami, FL
  • 07/2025 → Present
    Bank Of America, N.A.
    Aventura, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-13
S63 Uniform Securities Agent State Law Examination 2020-02-06
S65 Uniform Investment Adviser Law Examination 2014-08-28
  • S66 Uniform Combined State Law Examination
    2020-02-13
  • S63 Uniform Securities Agent State Law Examination
    2020-02-06
  • S65 Uniform Investment Adviser Law Examination
    2014-08-28

View on SEC IAPD

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