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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-10-08
TX RA APPROVED 2019-12-26
  • PA RA
    APPROVED
    Since 2020-10-08
  • TX RA
    APPROVED
    Since 2019-12-26

Branch Locations

1040 Stony Hill Rd, Yardley, PA 19067 • 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 Princeton NJ 06/2018 08/2018
Haven Beach Club Beach Haven NJ 06/2017 08/2017
University Of Miami Coral Gables FL 08/2015 05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 06/2019 Present
Bank Of America, N. A. Princeton NJ 08/2019 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-09
  • S66 Uniform Combined State Law Examination
    2019-09-09
Other Names
  • Drew R Lorenz
  • Drew Lorenz
  • Drew Richard Lorenz

View on SEC IAPD

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