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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_RES 2024-03-28
NY RA APPROVED 2024-02-13
  • TX RA
    APPROVED_RES
    Since 2024-03-28
  • NY RA
    APPROVED
    Since 2024-02-13

Branch Locations

1241 Pittsford Victor Rd, Pittsford, NY 14534 • 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
Edward Jones St Louis MO 12/2018 01/2020
Eastern Illinois University Charleston IL 08/2014 05/2017
Fastenal Morris IL 11/2015 11/2017
Applebee's Joliet IL 11/2017 04/2018
Giordano's Minooka IL 02/2018 06/2018
Highpoint Adviser Group Downers Grove IL 08/2018 11/2018
Lpl Financial Llc Fairport NY 04/2020 01/2024
Unemployed Channahon IL 02/2020 03/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 01/2024 Present
Evans Bank Fairport NY 01/2022 01/2024
Bank Of America, N.A Pittsford NY 02/2024 Present
  • 12/2018 → 01/2020
    St Louis, MO
  • 08/2014 → 05/2017
    Eastern Illinois University
    Charleston, IL
  • 11/2015 → 11/2017
    Fastenal
    Morris, IL
  • 11/2017 → 04/2018
    Applebee's
    Joliet, IL
  • 02/2018 → 06/2018
    Giordano's
    Minooka, IL
  • 08/2018 → 11/2018
    Highpoint Adviser Group
    Downers Grove, IL
  • 04/2020 → 01/2024
    Fairport, NY
  • 02/2020 → 03/2020
    Unemployed
    Channahon, IL
  • 01/2024 → Present
    Pittsford, NY
  • 01/2022 → 01/2024
    Evans Bank
    Fairport, NY
  • 02/2024 → Present
    Bank Of America, N.A
    Pittsford, NY
Previous Registrations
  • 2020-04-01 → 2024-01-26
    Yorkville, IL
    Channahon, IL
    Fairport, NY
    Fairport, NY
    Rochester, NY
    Fairport, NY
  • 2019-03-07 → 2020-01-31
    Channahon, IL
    St Louis, MO
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-06
  • S66 Uniform Combined State Law Examination
    2019-03-06
Other Names
  • Claire Elizabeth Harder
  • Claire Campbell
  • Claire Elizabeth Campbell
  • Claire Elizabeth Bellis

View on SEC IAPD

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