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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 2023-01-23
NJ RA APPROVED 2022-11-21
  • TX RA
    APPROVED
    Since 2023-01-23
  • NJ RA
    APPROVED
    Since 2022-11-21

Branch Locations

100 Campus Dr, Florham Park, NJ 07932 • 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 Summit NJ 07/2022 Present
Bank Of America, N.A. Summit NJ 07/2022 Present
Watchung Hills Regional Highschool Warren NJ 09/2014 08/2018
Stone House At Stirling Ridge Warren NJ 02/2018 05/2018
Lehigh University Bethlehem PA 08/2018 07/2022
Withumsmith+Brown East Brunswick NJ 06/2019 08/2019
Bank Of America Iselin NJ 06/2021 08/2021
  • 07/2022 → Present
    Summit, NJ
  • 07/2022 → Present
    Bank Of America, N.A.
    Summit, NJ
  • 09/2014 → 08/2018
    Watchung Hills Regional Highschool
    Warren, NJ
  • 02/2018 → 05/2018
    Stone House At Stirling Ridge
    Warren, NJ
  • 08/2018 → 07/2022
    Lehigh University
    Bethlehem, PA
  • 06/2019 → 08/2019
    Withumsmith+Brown
    East Brunswick, NJ
  • 06/2021 → 08/2021
    Bank Of America
    Iselin, NJ
Other Businesses

I*: 2591294 Entity Type: Not or Profit Name of OBA: NAWBO - National Association of Women Business Owners Address: Scotch Plains, NJ 07076 Investment Related: No Position, Title, Association: Bank of America Ambassador Employee Start Date: 1/31/2025 Number of Hours: 12 hrs mthly Number of Hours during trading: 0 Duties: The organization is built to be a community for women business owners to support each other, learn from each other, and grow together. They hold networking events and educational workshops. Bank of America is a national sponsor for NAWBO, so I joined the chapter as a Bank of America Ambassador. My role is to help support the chapter and their events. I am looking to build relationships with business owners. Bank of America provides some funds to each chapter to support some chapter events like a luncheon, but my chapter has not planned anything yet.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-17
  • S66 Uniform Combined State Law Examination
    2022-11-17
Other Names
  • Melissa J Hertzberg

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