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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 2025-11-06
CA RA APPROVED 2025-08-08
  • TX RA
    APPROVED
    Since 2025-11-06
  • CA RA
    APPROVED
    Since 2025-08-08

Branch Locations

560 S Winchester Blvd, San Jose, CA 95128 • 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 San Jose CA 04/2025 Present
Amazon / One Medical San Francisco CA 02/2022 07/2023
Mckesson San Francisco CA 03/2019 02/2022
Triage Consulting Group San Francisco CA 10/2017 09/2018
University Of Michigan Medical Center Ann Arbor MI 09/2014 05/2017
Unemployment Sunnyvale CA 07/2023 04/2025
General Assembly San Francisco CA 09/2018 11/2018
Extended Travel South San Francisco CA 11/2018 03/2019
University Of Michigan - Ann Arbor Ann Arbor MI 09/2013 05/2017
Unemployment South San Francisco CA 05/2017 10/2017
Hackhive San Francisco CA 10/2018 11/2018
Bank Of America, N.A. San Jose CA 05/2025 Present
  • 04/2025 → Present
    San Jose, CA
  • 02/2022 → 07/2023
    Amazon / One Medical
    San Francisco, CA
  • 03/2019 → 02/2022
    Mckesson
    San Francisco, CA
  • 10/2017 → 09/2018
    Triage Consulting Group
    San Francisco, CA
  • 09/2014 → 05/2017
    University Of Michigan Medical Center
    Ann Arbor, MI
  • 07/2023 → 04/2025
    Unemployment
    Sunnyvale, CA
  • 09/2018 → 11/2018
    General Assembly
    San Francisco, CA
  • 11/2018 → 03/2019
    Extended Travel
    South San Francisco, CA
  • 09/2013 → 05/2017
    University Of Michigan - Ann Arbor
    Ann Arbor, MI
  • 05/2017 → 10/2017
    Unemployment
    South San Francisco, CA
  • 10/2018 → 11/2018
    Hackhive
    San Francisco, CA
  • 05/2025 → Present
    Bank Of America, N.A.
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-08
  • S66 Uniform Combined State Law Examination
    2025-08-08

View on SEC IAPD

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