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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-09
TX RA APPROVED 2021-07-26
OH RA APPROVED 2021-06-16
  • FL RA
    APPROVED
    Since 2022-06-09
  • TX RA
    APPROVED
    Since 2021-07-26
  • OH RA
    APPROVED
    Since 2021-06-16

Branch Locations

250 International Pkwy, Lake Mary, FL 32746 • 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 Akron OH 12/2019 Present
American Income Life North Royalton OH 01/2019 10/2019
Pesnke Truck Rental Brook Park OH 04/2018 01/2019
Baldwin Wallace University Berea OH 08/2014 05/2018
Regal Cinemas Sanford FL 03/2014 08/2017
American Income Life North Royalton OH 05/2017 03/2018
Bank Of America, N.A. Akron OH 02/2020 Present
  • 12/2019 → Present
    Akron, OH
  • 01/2019 → 10/2019
    American Income Life
    North Royalton, OH
  • 04/2018 → 01/2019
    Pesnke Truck Rental
    Brook Park, OH
  • 08/2014 → 05/2018
    Baldwin Wallace University
    Berea, OH
  • 03/2014 → 08/2017
    Regal Cinemas
    Sanford, FL
  • 05/2017 → 03/2018
    American Income Life
    North Royalton, OH
  • 02/2020 → Present
    Bank Of America, N.A.
    Akron, OH
Other Businesses

I*3263295, Entity Type: , Name of OBA: Younge professional groups , Address: Sanford, Florida, 32771, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 12/08/2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: To organize and lead monthly meetings, organize events, mentorship to young professions. To lead and grow the young professionals of the Sanford community I*2549272, Entity Type: , Name of OBA: Business Alliance Council , Address: Lake Mary, Florida, 32746, Investment Related: N, Position, Title, Association: ["Committee","Board Member"], Employee Start Date: 06/23/2025, No Hours: 7 Monthly, No Hours during Trading: 0 Monthly, Duties: As Chair of the Business Alliance Council, my responsibilities include assisting with the planning and coordination of council meetings and events, facilitating member engagement, collaborating with Chamber staff and volunteer leadership, identifying speakers and program topics, encouraging member participation, and helping coordinate council activities that support the Chamber's mission of fostering business growth, professional development, and community engagement. The role also includes participation in leadership meetings and attendance at Seminole County Chamber Board meetings in a non-voting honorary capacity. The Business Alliance Council is a leadership council within the Seminole County Chamber of Commerce that focuses on supporting local businesses through professional development, educational programming, networking opportunities, and community engagement. The council works to connect business owners, executives, and professionals while promoting collaboration, and leadership development throughout Seminole County.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-14
  • S66 Uniform Combined State Law Examination
    2021-06-14

View on SEC IAPD

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