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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 2023-03-14
CT RA APPROVED 2023-01-31
  • TX RA
    APPROVED
    Since 2023-03-14
  • CT RA
    APPROVED
    Since 2023-01-31

Branch Locations

45 William St, Wellesley Hills, MA 02481 • 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 Needham MA 07/2022 Present
Bank Of America, N.A. Needham MA 07/2022 Present
Turk's Seafood Mattapoisett MA 05/2015 08/2020
Bank Of America Boston MA 06/2021 08/2021
Norwood Highschool/Virginia Tech Blacksburg VA 09/2012 05/2022
  • 07/2022 → Present
    Needham, MA
  • 07/2022 → Present
    Bank Of America, N.A.
    Needham, MA
  • 05/2015 → 08/2020
    Turk's Seafood
    Mattapoisett, MA
  • 06/2021 → 08/2021
    Bank Of America
    Boston, MA
  • 09/2012 → 05/2022
    Norwood Highschool/Virginia Tech
    Blacksburg, VA
Other Businesses

I*1226356, Entity Type: Entity For Profit, Name of OBA: Heartbreak Hill Running Company, Address: Newton, Massachusetts 02459, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 03/25/2023, No Hours: 10, No Hours during trading: 0, Duties: I will be a sales associate. I will help sell shoes and other running related gear to customers. I will help maintain the store.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27
Other Names
  • Patrick M Forrest

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