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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 2025-02-03
FL RA APPROVED 2025-01-13
  • TX RA
    APPROVED
    Since 2025-02-03
  • FL RA
    APPROVED
    Since 2025-01-13

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

249 Royal Palm Way, Palm Beach, FL 33480 • 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 Palm Beach FL 07/2021 Present
Salt7 Delray Beach FL 12/2019 07/2021
Florida Atlantic University Boca Raton FL 08/2016 05/2020
Bank Of America, N.A. Palm Beach FL 10/2025 Present
  • 07/2021 → Present
    Merrill Lynch
    Palm Beach, FL
  • 12/2019 → 07/2021
    Salt7
    Delray Beach, FL
  • 08/2016 → 05/2020
    Florida Atlantic University
    Boca Raton, FL
  • 10/2025 → Present
    Bank Of America, N.A.
    Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-10
  • S66 Uniform Combined State Law Examination
    2025-01-10

View on SEC IAPD

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