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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-07-08
  • MD RA
    APPROVED
    Since 2022-07-08

Branch Locations

30 W Patrick St, Frederick, MD 21701 • 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 Inc. Bethesda MD 09/2018 10/2019
Pnc Bank Annapolis MD 05/2016 09/2018
Edward Jones St. Louis MO 10/2019 01/2020
Merrill Lynch Columbia MD 02/2020 03/2020
Pnc Investments Frederick MD 03/2020 07/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 07/2022 Present
Bank Of America, N.A. Frederick MD 08/2022 Present
  • 09/2018 → 10/2019
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Bethesda, MD
  • 05/2016 → 09/2018
    Pnc Bank
    Annapolis, MD
  • 10/2019 → 01/2020
    St. Louis, MO
  • 02/2020 → 03/2020
    Merrill Lynch
    Columbia, MD
  • 03/2020 → 07/2022
    Pnc Investments
    Frederick, MD
  • 07/2022 → Present
    Frederick, MD
  • 08/2022 → Present
    Bank Of America, N.A.
    Frederick, MD
Previous Registrations
  • 2020-04-15 → 2022-07-11
    Potomac, MD
    Brunswick, MD
    Frederick, MD
    Rockville, MD
    Rockville, MD
    Bethesda, MD
  • 2019-11-07 → 2020-01-23
    Frederick, MD
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-06
  • S66 Uniform Combined State Law Examination
    2019-11-06
Other Names
  • Drew Mcclair

View on SEC IAPD

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