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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 2025-08-27
CO RA APPROVED 2025-07-23
  • TX RA
    APPROVED
    Since 2025-08-27
  • CO RA
    APPROVED
    Since 2025-07-23

Branch Locations

5830 Independence St, Arvada, CO 80002 • 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
E*Trade Securities Llc Sandy UT 01/2021 01/2023
King Soopers Louisville CO 04/2020 11/2020
Northwestern Mutual Denver CO 11/2019 02/2020
Quintess Broomfield CO 02/2019 09/2019
Y.M.C.A Lafayette CO 06/2013 03/2019
University Of Colorado Boulder CO 08/2017 05/2020
University Of Arkansas Fayetteville AR 08/2016 05/2017
E*Trade Capital Management, Llc Sandy UT 09/2022 01/2023
Charles Schwab & Co., Inc. Lone Tree CO 01/2023 06/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Arvada CO 06/2025 Present
Bank Of America, N.A. Arvada CO 09/2025 Present
  • 01/2021 → 01/2023
    E*Trade Securities Llc
    Sandy, UT
  • 04/2020 → 11/2020
    King Soopers
    Louisville, CO
  • 11/2019 → 02/2020
    Northwestern Mutual
    Denver, CO
  • 02/2019 → 09/2019
    Quintess
    Broomfield, CO
  • 06/2013 → 03/2019
    Y.M.C.A
    Lafayette, CO
  • 08/2017 → 05/2020
    University Of Colorado
    Boulder, CO
  • 08/2016 → 05/2017
    University Of Arkansas
    Fayetteville, AR
  • 09/2022 → 01/2023
    E*Trade Capital Management, Llc
    Sandy, UT
  • 01/2023 → 06/2025
    Lone Tree, CO
  • 06/2025 → Present
    Arvada, CO
  • 09/2025 → Present
    Bank Of America, N.A.
    Arvada, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-06
S63 Uniform Securities Agent State Law Examination 2021-08-03
  • S66 Uniform Combined State Law Examination
    2025-02-06
  • S63 Uniform Securities Agent State Law Examination
    2021-08-03
Other Names
  • Zachary Paul Davis
  • Zachary P Davis

View on SEC IAPD

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