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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 2025-09-29
TX RA APPROVED_RES 2025-09-29
  • MD RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED_RES
    Since 2025-09-29

Branch Locations

11320 York Rd, Cockeysville, MD 21030 • United States

14213 Jarrettsville Pike, Phoenix, MD 21131 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Chase Bank Na Baltimore MD 07/2019 11/2020
Pnc Bank Reisterstown MD 11/2020 05/2021
Jpmorgan Chase Bank, N.A. College Park MD 07/2021 01/2022
Pnc Bank Baltimore MD 03/2016 07/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lutherville MD 06/2025 Present
Lowe's Elkridge MD 07/2025 07/2025
Zenbusiness Austin TX 12/2024 05/2025
Pnc Bank Linthicum Heights MD 08/2024 11/2024
For Sale By Inventor Canonsburg PA 02/2024 05/2024
Wealth Management Banking Specialist Baltimore MD 07/2022 12/2023
Auto Approve St Louis Park MN 06/2024 06/2024
Unemployed Baltimore MD 05/2025 06/2025
Unemployed Baltimore MD 05/2024 08/2024
Unemployed Baltimore MD 01/2022 07/2022
Unemployed Baltimore MD 05/2021 07/2021
Bank Of America, N.A. Lutherville MD 05/2026 Present
  • 07/2019 → 11/2020
    Jp Morgan Chase Bank Na
    Baltimore, MD
  • 11/2020 → 05/2021
    Pnc Bank
    Reisterstown, MD
  • 07/2021 → 01/2022
    Jpmorgan Chase Bank, N.A.
    College Park, MD
  • 03/2016 → 07/2019
    Pnc Bank
    Baltimore, MD
  • 06/2025 → Present
    Lutherville, MD
  • 07/2025 → 07/2025
    Lowe's
    Elkridge, MD
  • 12/2024 → 05/2025
    Zenbusiness
    Austin, TX
  • 08/2024 → 11/2024
    Pnc Bank
    Linthicum Heights, MD
  • 02/2024 → 05/2024
    For Sale By Inventor
    Canonsburg, PA
  • 07/2022 → 12/2023
    Wealth Management Banking Specialist
    Baltimore, MD
  • 06/2024 → 06/2024
    Auto Approve
    St Louis Park, MN
  • 05/2025 → 06/2025
    Unemployed
    Baltimore, MD
  • 05/2024 → 08/2024
    Unemployed
    Baltimore, MD
  • 01/2022 → 07/2022
    Unemployed
    Baltimore, MD
  • 05/2021 → 07/2021
    Unemployed
    Baltimore, MD
  • 05/2026 → Present
    Bank Of America, N.A.
    Lutherville, MD
Other Businesses

I*: 926237 Entity Type: For Profit Name of OBA: A. C. LLC Address: Owings Mills, MD 21117 Investment Related: No Position, Title, Association: Owner Employee Start Date: 08/08/2022 Number of Hours: 5 hrs wkly Number of Hours during trading: 0 Duties: Multimedia/Creative Content production. Owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-25
S63 Uniform Securities Agent State Law Examination 2019-10-14
  • S66 Uniform Combined State Law Examination
    2025-09-25
  • S63 Uniform Securities Agent State Law Examination
    2019-10-14
Other Names
  • Kevin Peter Grant
  • Kevin P Grant

View on SEC IAPD

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