Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-31
FL RA APPROVED 2023-11-27
  • TX RA
    APPROVED
    Since 2024-01-31
  • FL RA
    APPROVED
    Since 2023-11-27

Branch Locations

601 E Atlantic Ave, Delray Beach, FL 33483 • 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 Palm Beach FL 08/2022 Present
Big Time Restaurant Group West Palm Beach FL 07/2022 12/2022
Olive Garden Boca Raton FL 08/2017 04/2022
Buccan Palm Beach FL 04/2012 09/2016
32 East Delray Beach FL 09/2016 01/2017
Uber And Lyft Delray Beach FL 02/2017 04/2017
The Regional Palm Beach FL 04/2017 08/2017
  • 08/2022 → Present
    Palm Beach, FL
  • 07/2022 → 12/2022
    Big Time Restaurant Group
    West Palm Beach, FL
  • 08/2017 → 04/2022
    Olive Garden
    Boca Raton, FL
  • 04/2012 → 09/2016
    Buccan
    Palm Beach, FL
  • 09/2016 → 01/2017
    32 East
    Delray Beach, FL
  • 02/2017 → 04/2017
    Uber And Lyft
    Delray Beach, FL
  • 04/2017 → 08/2017
    The Regional
    Palm Beach, FL
Other Businesses

Name of the other businessCOACH ANTONIO Whether the business is investment-relatedNO Address of the other businessBoynton beach, fl.33472 Nature of the other businessSoccer coach Your positionowner Title, or relationship with the other businessowner Start date of your relationship01/2022 Approximate number of hours/month you devote to the other business10hrs/week Number of hours you devote to the other business during securities trading hoursnone Briefly describe your duties relating to the other businessTeach kids soccer I*: 1240282 Name of the other business: AYSO Region 1370/Boynton Beach Knights Investment-related: No Address of the other business: Lake Worth, FL. 33467 Nature of the other business: Soccer organization Your position: Volunteer Soccer Coach Start date of your relationship: 01/2022 Approximate number of hours/month you devote to the other business:10 hrs./week Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Teach kids soccer

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-22
S63 Uniform Securities Agent State Law Examination 2009-09-04
  • S66 Uniform Combined State Law Examination
    2023-11-22
  • S63 Uniform Securities Agent State Law Examination
    2009-09-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Delray Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor