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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 2024-10-21
NJ RA APPROVED 2024-10-11
  • TX RA
    APPROVED
    Since 2024-10-21
  • NJ RA
    APPROVED
    Since 2024-10-11

Branch Locations

7 Roszel Rd, Princeton, NJ 08540 • 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
Wells Fargo Clearing Services, Llc Marlton NJ 07/2021 09/2024
Bank Of America King Of Prussia PA 11/2020 07/2021
Santander Bank Wyncote PA 07/2020 11/2020
Homemaker Allentown PA 01/2019 06/2020
University Of Massachusetts Boston Boston MA 09/2015 12/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 09/2024 Present
Signet Jewelers Cambridge MA 10/2019 12/2019
Td Bank Montgomeryville PA 06/2020 07/2020
University Of Massachusetts Boston Boston MA 09/2015 05/2017
Lehigh University Bethlehem PA 07/2016 09/2016
Bank Of America, N.A. Princeton NJ 11/2024 Present
  • 07/2021 → 09/2024
    Marlton, NJ
  • 11/2020 → 07/2021
    Bank Of America
    King Of Prussia, PA
  • 07/2020 → 11/2020
    Santander Bank
    Wyncote, PA
  • 01/2019 → 06/2020
    Homemaker
    Allentown, PA
  • 09/2015 → 12/2018
    University Of Massachusetts Boston
    Boston, MA
  • 09/2024 → Present
    Princeton, NJ
  • 10/2019 → 12/2019
    Signet Jewelers
    Cambridge, MA
  • 06/2020 → 07/2020
    Td Bank
    Montgomeryville, PA
  • 09/2015 → 05/2017
    University Of Massachusetts Boston
    Boston, MA
  • 07/2016 → 09/2016
    Lehigh University
    Bethlehem, PA
  • 11/2024 → Present
    Bank Of America, N.A.
    Princeton, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-08
  • S66 Uniform Combined State Law Examination
    2024-05-08

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