Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-16
TX RA APPROVED 2021-09-14
  • VA RA
    APPROVED
    Since 2025-10-16
  • TX RA
    APPROVED
    Since 2021-09-14

Branch Locations

11951 Freedom Dr, Reston, VA 20190 • 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 Santa Fe CA 02/2020 Present
Surveyor Capital New York NY 06/2016 09/2019
Unemployed New York NY 09/2019 02/2020
Bank Of America N.A. Santa Fe CA 03/2020 Present
Other Businesses

I*5406271, Entity Type: Entity For Profit, Name of OBA: MK Elite Performance LLC, Address: Woodbridge, Virginia, 22191, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member"], Employee Start Date: 04/03/2026, No Hours: 15 Weekly, No Hours during Trading: 0 Weekly, Duties: LLC Member/Owner. Responsibilities will include participating in ownership-level decisions, reviewing financial and operation information, and coordinating with my co-owner regarding the business. Everything will be performed outside of Merrill business hours. The LLC was set up to be a holding for the gym. Diversification of income.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-10
  • S66 Uniform Combined State Law Examination
    2021-06-10
Other Names
  • Rebecca Morello

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Reston, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor