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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 2023-03-17
FL RA APPROVED 2023-01-20
  • TX RA
    APPROVED
    Since 2023-03-17
  • FL RA
    APPROVED
    Since 2023-01-20

Branch Locations

222 Lakeview Ave, West Palm Beach, FL 33401 • United States

One Bryant Park, New York, NY 10036 • 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 West Palm Beach FL 09/2021 Present
Christopher's Kitchen Palm Beach Gardens FL 05/2021 09/2021
Blue Marlin Columbia SC 08/2020 05/2021
Brenton Point Wealth Advisors Westport CT 07/2020 08/2020
Benjamin's Raw Bar Newport RI 06/2015 08/2020
  • 09/2021 → Present
    West Palm Beach, FL
  • 05/2021 → 09/2021
    Christopher's Kitchen
    Palm Beach Gardens, FL
  • 08/2020 → 05/2021
    Blue Marlin
    Columbia, SC
  • 07/2020 → 08/2020
    Brenton Point Wealth Advisors
    Westport, CT
  • 06/2015 → 08/2020
    Benjamin's Raw Bar
    Newport, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-09
  • S66 Uniform Combined State Law Examination
    2023-01-09

View on SEC IAPD

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