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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 2021-01-06
TX RA APPROVED_RES 2020-02-04
VA RA APPROVED 2019-08-07
  • MD RA
    APPROVED
    Since 2021-01-06
  • TX RA
    APPROVED_RES
    Since 2020-02-04
  • VA RA
    APPROVED
    Since 2019-08-07

Branch Locations

1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • United States

11333 Mccormick Rd Ci Relationship Management, Hunt Valley, MD 21031 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 02/2019 Present
Onelife Fitness Brambleton VA 05/2017 03/2019
The Jackson Clinics Physical Therapy Brambleton VA 04/2015 02/2019
Pearson Smith Realty Ashburn VA 08/2018 12/2018
24 Hour Fitness Vienna VA 12/2016 03/2017
Bank Of America, N.A. Vienna VA 05/2019 Present
  • 02/2019 → Present
    Vienna, VA
  • 05/2017 → 03/2019
    Onelife Fitness
    Brambleton, VA
  • 04/2015 → 02/2019
    The Jackson Clinics Physical Therapy
    Brambleton, VA
  • 08/2018 → 12/2018
    Pearson Smith Realty
    Ashburn, VA
  • 12/2016 → 03/2017
    24 Hour Fitness
    Vienna, VA
  • 05/2019 → Present
    Bank Of America, N.A.
    Vienna, VA
Other Businesses

I*132748 For profit or not for profit: For-Profit Organization Name of outside business organization: Childcare Investment related: N Address of business: Ashburn, Virginia 20147 Nature of business: Charitable Organization, Position, title, association: Part-Time, Start date of relationship: 8/31/2020 Number of hours devoted: 30 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: To assist in childcare for a young boy with special needs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-06
  • S66 Uniform Combined State Law Examination
    2019-08-06
Other Names
  • Jonathan Burrell

View on SEC IAPD

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