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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 2022-06-14
FL RA APPROVED 2022-05-25
  • TX RA
    APPROVED
    Since 2022-06-14
  • FL RA
    APPROVED
    Since 2022-05-25

Branch Locations

2300 E Sunrise Blvd, Fort Lauderdale, FL 33304 • 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
Bankers Life And Casualty Casselberry FL 12/2017 11/2021
Dr. Harish Madhav Ob-Gyn Boynton Beach FL 11/2013 01/2018
University Of Central Florida Orlando FL 08/2015 07/2019
Bankers Life Securities Casselberry FL 10/2020 11/2021
Equitable Advisors, Llc New York NY 11/2021 03/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated. Boynton Beach FL 04/2022 Present
Bank Of America, N.A. Boynton Beach FL 06/2022 Present
  • 12/2017 → 11/2021
    Bankers Life And Casualty
    Casselberry, FL
  • 11/2013 → 01/2018
    Dr. Harish Madhav Ob-Gyn
    Boynton Beach, FL
  • 08/2015 → 07/2019
    University Of Central Florida
    Orlando, FL
  • 10/2020 → 11/2021
    Bankers Life Securities
    Casselberry, FL
  • 11/2021 → 03/2022
    Equitable Advisors, Llc
    New York, NY
  • 04/2022 → Present
    Boynton Beach, FL
  • 06/2022 → Present
    Bank Of America, N.A.
    Boynton Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2022-01-07
Other Names
  • Ami Patel
  • Amiben Patel
  • Amiben Hemantbhai Patel

View on SEC IAPD

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