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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 2023-06-15
NJ RA APPROVED 2022-09-29
TX RA APPROVED 2022-09-29
  • PA RA
    APPROVED
    Since 2023-06-15
  • NJ RA
    APPROVED
    Since 2022-09-29
  • TX RA
    APPROVED
    Since 2022-09-29

Branch Locations

1100-1800 American Blvd Ci Client Services, Pennington, NJ 08534 • 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 Pennington NJ 05/2022 Present
Central Bucks East High School Doylestown PA 07/2014 06/2018
University Of Maryland College Park MD 08/2018 05/2022
Northwestern Mutual Rockville MD 06/2021 12/2021
Elias Associates New Hope PA 06/2015 08/2021
Central Bucks Athletic Association Doylestown PA 11/2015 03/2018
Bank Of America, N.A. Pennington NJ 01/2024 Present
  • 05/2022 → Present
    Pennington, NJ
  • 07/2014 → 06/2018
    Central Bucks East High School
    Doylestown, PA
  • 08/2018 → 05/2022
    University Of Maryland
    College Park, MD
  • 06/2021 → 12/2021
    Northwestern Mutual
    Rockville, MD
  • 06/2015 → 08/2021
    Elias Associates
    New Hope, PA
  • 11/2015 → 03/2018
    Central Bucks Athletic Association
    Doylestown, PA
  • 01/2024 → Present
    Bank Of America, N.A.
    Pennington, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2022-09-02

View on SEC IAPD

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