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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 2022-02-28
PA RA APPROVED 2019-10-04
  • TX RA
    APPROVED_RES
    Since 2022-02-28
  • PA RA
    APPROVED
    Since 2019-10-04

Branch Locations

510 Cranberry St, Erie, PA 16507 • 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 Pittsburgh PA 06/2019 Present
Pennsylvania State Employees Credit Union Edinboro PA 05/2018 05/2019
Edinboro University Edinboro PA 08/2017 05/2019
Ymca Erie PA 05/2018 08/2018
Pennsylvania State University State College PA 08/2016 05/2017
Penn State Food Services State College PA 12/2016 04/2017
Bank Of America, N.A. Pittsburgh PA 08/2019 Present
  • 06/2019 → Present
    Pittsburgh, PA
  • 05/2018 → 05/2019
    Pennsylvania State Employees Credit Union
    Edinboro, PA
  • 08/2017 → 05/2019
    Edinboro University
    Edinboro, PA
  • 05/2018 → 08/2018
    Ymca
    Erie, PA
  • 08/2016 → 05/2017
    Pennsylvania State University
    State College, PA
  • 12/2016 → 04/2017
    Penn State Food Services
    State College, PA
  • 08/2019 → Present
    Bank Of America, N.A.
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-02
  • S66 Uniform Combined State Law Examination
    2019-10-02
Other Names
  • Gabriel Veliz

View on SEC IAPD

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