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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_RES 2021-09-02
FL RA APPROVED 2018-05-29
  • TX RA
    APPROVED_RES
    Since 2021-09-02
  • FL RA
    APPROVED
    Since 2018-05-29

Branch Locations

101 E Kennedy Blvd, Tampa, FL 33602 • 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 Tampa FL 02/2018 Present
Kforce Inc. Atlanta GA 01/2014 01/2018
Bank Of America, N.A. Tampa FL 04/2018 Present
Other Businesses

I*1313278For profit or not for profit: Name of outside business organization: Metropolitan MinistriesInvestment related: NAddress of business: OBA, OBA, OBANature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , As representatives of Metropolitan Ministries, the Ambassadors' primary function is to be an advocate on Metropolitan Ministries' behalf, including being an enthusiastic communicator of the mission and vision, play an integral role in community relations, public outreach, and development activities for the organization. Supporting the organization and helping them fundraise and organize activities. I*3304275 Entity Type: N/A Name of OBA: Rental Property 1 Address: Tampa, Florida, 33606 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 01/01/2026 Number of Hours: 2, Yearly Number of Hours during trading: 0, Yearly Duties: N/A

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-24
  • S66 Uniform Combined State Law Examination
    2018-05-24
Other Names
  • Alexandra Valdes

View on SEC IAPD

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