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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-06
NJ RA APPROVED 2024-10-18
  • TX RA
    APPROVED
    Since 2024-11-06
  • NJ RA
    APPROVED
    Since 2024-10-18

Branch Locations

1415 Hooper Ave, Toms River, NJ 08753 • 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
The Smith Group - Porta Asbury Park NJ 08/2012 05/2020
Unemployed Brick NJ 05/2020 08/2021
People Science Spring Lake NJ 08/2021 06/2022
Akkodis Brick NJ 06/2022 08/2023
Unemployed Brick NJ 08/2023 02/2024
Equitable Advisors, Llc New York NY 03/2024 08/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 09/2024 Present
Southern New Hampshire University Manchester NH 01/2020 01/2023
Bank Of America, N.A. Toms River NJ 11/2024 Present
  • 08/2012 → 05/2020
    The Smith Group - Porta
    Asbury Park, NJ
  • 05/2020 → 08/2021
    Unemployed
    Brick, NJ
  • 08/2021 → 06/2022
    People Science
    Spring Lake, NJ
  • 06/2022 → 08/2023
    Akkodis
    Brick, NJ
  • 08/2023 → 02/2024
    Unemployed
    Brick, NJ
  • 03/2024 → 08/2024
    New York, NY
  • 09/2024 → Present
    Toms River, NJ
  • 01/2020 → 01/2023
    Southern New Hampshire University
    Manchester, NH
  • 11/2024 → Present
    Bank Of America, N.A.
    Toms River, NJ
Previous Registrations
  • 2024-07-08 → 2024-09-03
    Toms River, NJ
  • 2012-08-17 → 2013-10-15
    Forked River, NJ
  • 2009-12-22 → 2011-06-09
    Td Ameritrade, Inc.
    Princeton, NJ
  • 2009-12-22 → 2011-06-09
    Td Ameritrade Investment Management, Llc
    Princeton, NJ
  • 2009-08-31 → 2009-09-08
    Red Bank, NJ
  • 2002-11-13 → 2008-09-18
    Jersey City, NJ
    Jersey City, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-05
  • S66 Uniform Combined State Law Examination
    2024-07-05
Other Names
  • Patrick James Sheehan
  • Patrick J Sheehan

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