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
TX RA APPROVED 2022-08-15
FL RA APPROVED 2021-11-12
  • TX RA
    APPROVED
    Since 2022-08-15
  • FL RA
    APPROVED
    Since 2021-11-12

Branch Locations

101 E Kennedy Blvd, Tampa, FL 33602 • 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 Tampa FL 07/2021 Present
Florida State University Tallahassee FL 05/2017 05/2021
Academy Of The Holy Names Tampa FL 05/2010 05/2017
Proforma Tampa FL 05/2018 06/2018
Merrill Lynch Tampa FL 06/2020 08/2020
Bank Of America, N.A. Tampa FL 11/2021 Present
  • 07/2021 → Present
    Tampa, FL
  • 05/2017 → 05/2021
    Florida State University
    Tallahassee, FL
  • 05/2010 → 05/2017
    Academy Of The Holy Names
    Tampa, FL
  • 05/2018 → 06/2018
    Proforma
    Tampa, FL
  • 06/2020 → 08/2020
    Merrill Lynch
    Tampa, FL
  • 11/2021 → Present
    Bank Of America, N.A.
    Tampa, FL
Other Businesses

I*: 2412266Entity Type: CharitableName of OBA: National Association of Women Business OwnersAddress: Tampa, FL 33602Investment Related: NoPosition, Title, Association: Board Member, DirectorEmployee Start Date: 05/01/2025Number of Hours: 4 hrs mthlyNumber of Hours during trading: 0Duties: The purpose of NAWBO is to empower women entrepreneurs by strengthening their wealth-creating capacity, promote economic development and foster positive change in business culture and public policy. My expected responsibilities are to promote membership and engagement, to help plan new member orientation, and generate a new member plan. I*: 3010275 Entity Type: Entity Charitable Name of OBA: Academy of the Holy Names Address: tampaFlorida33629 Investment Related: n Position, Title, Association: Board Member Employee Start Date: 11/01/2025 No Hours: 3hr/mo No Hours during trading:0 Duties: Holy Names Alumni Board is a group focused on driving engagement from alumni of the school. We plan about 6-8 events per year focused on alumni & their families. Plan and work/attend events provide feedback on events & school happenings

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-08
  • S66 Uniform Combined State Law Examination
    2021-11-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor