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
TX RA APPROVED 2025-01-15
NY RA APPROVED 2024-12-04
  • TX RA
    APPROVED
    Since 2025-01-15
  • NY RA
    APPROVED
    Since 2024-12-04

Branch Locations

1241 Pittsford Victor Rd, Pittsford, NY 14534 • 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
Equitable Advisors, Llc New York NY 02/2024 11/2024
Mccarthy Tents And Events Rochester NY 06/2018 08/2018
Marble Slab Creamery Rochester NY 06/2018 08/2018
Greenlight Networks Rochester NY 06/2019 08/2019
Greenlight Networks Rochester NY 06/2020 08/2020
Medallion Wealth Management Sewickley PA 06/2021 08/2021
Northern Technical Sales Rochester NY 09/2022 04/2024
Mcquaid Jesuit High School Rochester NY 09/2013 06/2018
Carnegie Mellon University Pittsburgh PA 08/2018 05/2022
Unemployed Rochester NY 06/2022 08/2022
Unemployed Rochester NY 09/2023 01/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 11/2024 Present
Bank Of America, N.A. Pittsford NY 01/2025 Present
  • 02/2024 → 11/2024
    New York, NY
  • 06/2018 → 08/2018
    Mccarthy Tents And Events
    Rochester, NY
  • 06/2018 → 08/2018
    Marble Slab Creamery
    Rochester, NY
  • 06/2019 → 08/2019
    Greenlight Networks
    Rochester, NY
  • 06/2020 → 08/2020
    Greenlight Networks
    Rochester, NY
  • 06/2021 → 08/2021
    Medallion Wealth Management
    Sewickley, PA
  • 09/2022 → 04/2024
    Northern Technical Sales
    Rochester, NY
  • 09/2013 → 06/2018
    Mcquaid Jesuit High School
    Rochester, NY
  • 08/2018 → 05/2022
    Carnegie Mellon University
    Pittsburgh, PA
  • 06/2022 → 08/2022
    Unemployed
    Rochester, NY
  • 09/2023 → 01/2024
    Unemployed
    Rochester, NY
  • 11/2024 → Present
    Pittsford, NY
  • 01/2025 → Present
    Bank Of America, N.A.
    Pittsford, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-22
S63 Uniform Securities Agent State Law Examination 2024-06-07
  • S66 Uniform Combined State Law Examination
    2024-10-22
  • S63 Uniform Securities Agent State Law Examination
    2024-06-07
Other Names
  • Kevin Fox
  • Kevin James Fox

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pittsford, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor