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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-01-08
TX RA APPROVED 2018-01-02
FL RA APPROVED 2017-11-28
  • NJ RA
    APPROVED
    Since 2018-01-08
  • TX RA
    APPROVED
    Since 2018-01-02
  • FL RA
    APPROVED
    Since 2017-11-28

Branch Locations

9000 Southside Blvd Ci Relationship 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 04/2015 Present
Body By Bady Inc. Dba Ring Fitness Fleming Island FL 08/2014 Present
Vicalus Inc. Troy MI 07/2014 Present
Bank Of America, N.A. Jacksonville FL 01/2018 Present
  • 04/2015 → Present
    Jacksonville, FL
  • 08/2014 → Present
    Body By Bady Inc. Dba Ring Fitness
    Fleming Island, FL
  • 07/2014 → Present
    Vicalus Inc.
    Troy, MI
  • 01/2018 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Other Businesses

VISALUS INC. NOT INVESTMENT RELATED. 340 E. BIG BEAVER, TROY MICHIGAN, 48083. START 4/15/14 AS SALES REP. MULTI-LEVEL NUTRITION COMPANY. 0 HRS. I*1529263 For profit or not for profit: Entity For Profit Name of outside business organization: USA Containers Investment related: N Address of business: Grantsille, Utah, 84029, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Consultant/Independent Contractor"], Start date of relationship: 11/1/2023 Number of hours devoted: 10 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , My job is to sell Cargo containers. expected work per day is about 1 hour. my task will be to sent pricing vie email or text when clients show interest. This can be done outside of my Merrill work hours. The work is remote.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-01
S63 Uniform Securities Agent State Law Examination 2015-09-17
  • S66 Uniform Combined State Law Examination
    2017-11-01
  • S63 Uniform Securities Agent State Law Examination
    2015-09-17

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