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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-11-11
TX RA APPROVED 2021-11-11
  • MI RA
    APPROVED
    Since 2021-11-11
  • TX RA
    APPROVED
    Since 2021-11-11

Branch Locations

3700 N Capital Of Texas Hwy, Austin, TX 78746 • 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 Austin TX 07/2021 Present
J Perez Construction Flint MI 11/2020 07/2021
Merrill Lynch Wealth Management Austin TX 06/2020 08/2020
J Perez Construction Flint MI 05/2020 06/2020
J Perez Construction Flint MI 05/2019 08/2019
J Perez Construction Flint MI 05/2018 08/2018
J Perez Construction Flint MI 05/2017 08/2017
Full Time Education Mt. Pleasant MI 08/2020 11/2020
Central Michigan University Mt. Pleasant MI 08/2016 12/2020
Bank Of America, N.A. Austin TX 12/2021 Present
  • 07/2021 → Present
    Austin, TX
  • 11/2020 → 07/2021
    J Perez Construction
    Flint, MI
  • 06/2020 → 08/2020
    Merrill Lynch Wealth Management
    Austin, TX
  • 05/2020 → 06/2020
    J Perez Construction
    Flint, MI
  • 05/2019 → 08/2019
    J Perez Construction
    Flint, MI
  • 05/2018 → 08/2018
    J Perez Construction
    Flint, MI
  • 05/2017 → 08/2017
    J Perez Construction
    Flint, MI
  • 08/2020 → 11/2020
    Full Time Education
    Mt. Pleasant, MI
  • 08/2016 → 12/2020
    Central Michigan University
    Mt. Pleasant, MI
  • 12/2021 → Present
    Bank Of America, N.A.
    Austin, TX
Other Businesses

I*4573285 Entity Type: Entity For Profit Name of OBA: Ground Theory Wrestling Address: Austin, Texas, 78748 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2026 Number of Hours: 8, Weekly Number of Hours during trading: 0, Weekly Duties: Start a wrestling clinic designed to enhance wrestlers and bring in revenue Starting the business, social media, running practices

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

View on SEC IAPD

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