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
CT RA APPROVED 2026-01-02
  • CT RA
    APPROVED
    Since 2026-01-02

Branch Locations

1 Financial Plz, Providence, RI 02903 • United States

100 Federal St, Boston, MA 02110 • 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 06/2022 Present
Equitable Advisors Wellesley MA 06/2021 08/2021
Willow Tree Landscaping Acton MA 05/2019 08/2021
Westford Academy Westford MA 09/2013 05/2019
Babson College Wellesley MA 08/2019 06/2022
Ups Billerica MA 12/2020 12/2021
Kimball Farm/Kimball Farm Holdings Littleton MA 05/2014 07/2019
No Limit Lacrosse/Massachusetts Lacrosse Association Wellesley Hills MA 07/2022 06/2023
  • 06/2022 → Present
    Boston, MA
  • 06/2021 → 08/2021
    Equitable Advisors
    Wellesley, MA
  • 05/2019 → 08/2021
    Willow Tree Landscaping
    Acton, MA
  • 09/2013 → 05/2019
    Westford Academy
    Westford, MA
  • 08/2019 → 06/2022
    Babson College
    Wellesley, MA
  • 12/2020 → 12/2021
    Ups
    Billerica, MA
  • 05/2014 → 07/2019
    Kimball Farm/Kimball Farm Holdings
    Littleton, MA
  • 07/2022 → 06/2023
    No Limit Lacrosse/Massachusetts Lacrosse Association
    Wellesley Hills, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-27
  • S66 Uniform Combined State Law Examination
    2025-12-27

View on SEC IAPD

More in Providence, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor