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 2020-09-22
CT RA APPROVED 2020-09-08
  • TX RA
    APPROVED
    Since 2020-09-22
  • CT RA
    APPROVED
    Since 2020-09-08

Branch Locations

92 Ames St, Cambridge, MA 02142 • 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 Boston MA 06/2020 Present
Bank Of America, N.A. Boston MA 06/2020 Present
University Of New Hampshire Durham NH 08/2016 05/2020
Wallingford Park And Recreation Wallingford CT 06/2015 06/2017
Unh Office Of First Year Programs Durham NH 05/2017 06/2017
Unh Museum Of Art Durham NH 02/2018 03/2020
Veris Wealth Partners Portsmouth NH 06/2018 09/2018
Unh Hamel Recreation Center Durham NH 05/2018 07/2018
Bank Of America Boston MA 06/2019 09/2019
  • 06/2020 → Present
    Boston, MA
  • 06/2020 → Present
    Bank Of America, N.A.
    Boston, MA
  • 08/2016 → 05/2020
    University Of New Hampshire
    Durham, NH
  • 06/2015 → 06/2017
    Wallingford Park And Recreation
    Wallingford, CT
  • 05/2017 → 06/2017
    Unh Office Of First Year Programs
    Durham, NH
  • 02/2018 → 03/2020
    Unh Museum Of Art
    Durham, NH
  • 06/2018 → 09/2018
    Veris Wealth Partners
    Portsmouth, NH
  • 05/2018 → 07/2018
    Unh Hamel Recreation Center
    Durham, NH
  • 06/2019 → 09/2019
    Bank Of America
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-05
  • S66 Uniform Combined State Law Examination
    2020-09-05
Other Names
  • Matt Weiss Cohen
  • Matthew Cohen

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cambridge, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor