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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-23
  • FL RA
    APPROVED
    Since 2025-07-23

Branch Locations

22 Bull St, Savannah, GA 31401 • United States

701 Brickell Ave, Miami, FL 33131 • 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 Chicago IL 05/2005 05/2019
Bofa Securities, Inc. Chicago IL 05/2019 05/2022
Merrill Lynch Pierce Fenner Smith, Inc. Chicago IL 05/2022 Present
Other Businesses

I*: Entity Type:. Not for profit Name: Chicago Public Library Foundation Investment Type: No Address: Chicago, IL, 60606 Position: Board Member Start Date: March 2023 Hours Devoted: 12-15 hours annually Hours Devoted during trading hours: 3-5 hours/year Duties: Non profit foundation. The Library Foundation is an independent 501(c)(3) nonprofit organization founded in 1986 to raise private funds for Chicago Public Library. Attend board meetings, attend events (when possible), introduce friends and network to library services I*: 2575272 Entity Type: Non Profit Name of OBA: Friends of the Miami-Dade Public Library Address: Miami, FL Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/22/2025 Number of Hours: 2 hrs wkly Number of Hours during trading: 0 Duties: Raising awareness and funds to support key library programming including mobile device lending, homework help and wifi access for all residents. Engagement committee member working on silent auction donations for upcoming benefit.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-22
S63 Uniform Securities Agent State Law Examination 2005-02-10
  • S65 Uniform Investment Adviser Law Examination
    2025-07-22
  • S63 Uniform Securities Agent State Law Examination
    2005-02-10
Other Names
  • Priya Bhupathi
  • Priya Michelle Bhupathi
  • Priya B Sadarangani

View on SEC IAPD

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