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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 2025-05-14
PA RA APPROVED 2020-12-02
  • TX RA
    APPROVED
    Since 2025-05-14
  • PA RA
    APPROVED
    Since 2020-12-02

Branch Locations

2 Bala Plz, Bala Cynwyd, PA 19004 • 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 Bala Cynwyd PA 01/2020 Present
Millie's Burgers, Steaks & Shakes, Inc. Philadelphia PA 09/2006 12/2019
Temple University Philadelphia PA 08/2017 08/2019
Iatse Local 8 Philadelphia PA 10/2014 05/2017
Community College Of Philadelphia Philadelphia PA 09/2008 05/2017
Bank Of America, N.A. Bala Cynwyd PA 03/2020 Present
  • 01/2020 → Present
    Bala Cynwyd, PA
  • 09/2006 → 12/2019
    Millie's Burgers, Steaks & Shakes, Inc.
    Philadelphia, PA
  • 08/2017 → 08/2019
    Temple University
    Philadelphia, PA
  • 10/2014 → 05/2017
    Iatse Local 8
    Philadelphia, PA
  • 09/2008 → 05/2017
    Community College Of Philadelphia
    Philadelphia, PA
  • 03/2020 → Present
    Bank Of America, N.A.
    Bala Cynwyd, PA
Other Businesses

I*2052267, Entity Type, Name of OBA: Knights of Columbus, St. Monica Council #16144, Address: Philadelphia, PA, 19145, Investment Related: No, Position, Title, Association: Officer (Vice President), Employee Start Date: 11/21/2024, No Hours: 1hr/Mo, No Hours during trading: 0, Duties: Act on behalf of the Grand Knight (President) in his absence. The Knights of Columbus is a charitable, and fraternal organization that works to support the Catholic church. I was asked to be an officer of the council, specifically the council's deputy grand knight, which is the vice president of the council. I*2705285, Entity Type: , Name of OBA: Broomall Rotary Club, Address: Newtown Square, Pennsylvania, 19073, Investment Related: N, Position, Title, Association: Board Member, Officer, Employee State Date: 08/12/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: I will serve this current year as a board member and president-elect for a year. I will be participating in decision-making, planning and oversight of club activities. I will then serve as president, and will be responsible for leading the club, setting goals, and overseeing its operations during my term.The purpose of the Broomall Rotary club is to bring together professionals to support the community locally and internationally. Its members work to improve lives through community service, education and health initiatives.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-01
  • S66 Uniform Combined State Law Examination
    2020-12-01

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