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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 2026-06-05
FL RA APPROVED 2026-05-27
  • TX RA
    APPROVED
    Since 2026-06-05
  • FL RA
    APPROVED
    Since 2026-05-27

Branch Locations

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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
Fidelity Investments Jacksonville FL 11/2020 06/2021
Ups Jacksonville FL 10/2020 11/2020
Bank Of America Jacksonville FL 11/2018 11/2020
Amazon Jacksonville FL 11/2019 12/2019
Navy Federal Credit Union Jacksonville FL 06/2015 11/2018
Fscj Jacksonville FL 01/2017 08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 02/2022 03/2024
Unemployed Jacsksonville FL 06/2021 09/2021
Region Bank Jacksonville FL 09/2021 02/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 03/2024 Present
Bank Of America, N.A. Jacksonville FL 05/2026 Present
  • 11/2020 → 06/2021
    Fidelity Investments
    Jacksonville, FL
  • 10/2020 → 11/2020
    Ups
    Jacksonville, FL
  • 11/2018 → 11/2020
    Bank Of America
    Jacksonville, FL
  • 11/2019 → 12/2019
    Amazon
    Jacksonville, FL
  • 06/2015 → 11/2018
    Navy Federal Credit Union
    Jacksonville, FL
  • 01/2017 → 08/2018
    Fscj
    Jacksonville, FL
  • 02/2022 → 03/2024
    Jacksonville, FL
  • 06/2021 → 09/2021
    Unemployed
    Jacsksonville, FL
  • 09/2021 → 02/2022
    Region Bank
    Jacksonville, FL
  • 03/2024 → Present
    Jacksonville, FL
  • 05/2026 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-26
S63 Uniform Securities Agent State Law Examination 2024-12-27
  • S66 Uniform Combined State Law Examination
    2026-05-26
  • S63 Uniform Securities Agent State Law Examination
    2024-12-27

View on SEC IAPD

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