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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 2023-02-16
FL RA APPROVED 2023-02-13
  • TX RA
    APPROVED
    Since 2023-02-16
  • FL RA
    APPROVED
    Since 2023-02-13

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • 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
Lincoln Center For Performing Arts At Lincoln Center Education Manhattan NY 12/2016 01/2017
Finger Lakes Institute Geneva NY 06/2018 08/2018
Intercultural Affairs Office Geneva NY 01/2018 05/2021
Bozzuto Center Geneva NY 01/2019 05/2021
Heop Summer Institute Program Geneva NY 07/2020 08/2020
Fidelity Investments Jacksonville FL 06/2021 12/2021
Hobart & William Smith Colleges Geneva NY 08/2017 05/2021
New Visions Charter Highschool For Advanced Math & Science Iii Brooklyn NY 08/2014 06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 08/2022 Present
The Plantation At Ponte Vedre Ponte Vedra FL 01/2022 02/2022
Unemployed Jacksonville FL 03/2022 07/2022
Bank Of America, N.A. Jacksonville FL 09/2024 Present
  • 12/2016 → 01/2017
    Lincoln Center For Performing Arts At Lincoln Center Education
    Manhattan, NY
  • 06/2018 → 08/2018
    Finger Lakes Institute
    Geneva, NY
  • 01/2018 → 05/2021
    Intercultural Affairs Office
    Geneva, NY
  • 01/2019 → 05/2021
    Bozzuto Center
    Geneva, NY
  • 07/2020 → 08/2020
    Heop Summer Institute Program
    Geneva, NY
  • 06/2021 → 12/2021
    Fidelity Investments
    Jacksonville, FL
  • 08/2017 → 05/2021
    Hobart & William Smith Colleges
    Geneva, NY
  • 08/2014 → 06/2017
    New Visions Charter Highschool For Advanced Math & Science Iii
    Brooklyn, NY
  • 08/2022 → Present
    Jacksonville, FL
  • 01/2022 → 02/2022
    The Plantation At Ponte Vedre
    Ponte Vedra, FL
  • 03/2022 → 07/2022
    Unemployed
    Jacksonville, FL
  • 09/2024 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-09
  • S66 Uniform Combined State Law Examination
    2023-02-09

View on SEC IAPD

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