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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-05
TX RA APPROVED 2023-06-12
MD RA APPROVED 2023-06-06
  • PA RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2023-06-12
  • MD RA
    APPROVED
    Since 2023-06-06

Branch Locations

1225 S Main St, Greensburg, PA 15601 • United States

11810 Grand Park Ave, North Bethesda, MD 20852 • 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 North Bethesda MD 06/2021 Present
Penn State University Clarksburg PA 08/2017 05/2021
Clarksburg High School Clarsksburg MD 08/2014 07/2017
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-05
  • S66 Uniform Combined State Law Examination
    2023-06-05

View on SEC IAPD

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