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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-07
TX RA APPROVED 2025-01-07
  • CA RA
    APPROVED
    Since 2025-01-07
  • TX RA
    APPROVED
    Since 2025-01-07

Branch Locations

275 E Rivulon Blvd, Gilbert, AZ 85297 • 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 Apache Junction AZ 08/2024 Present
The Wright House Mesa AZ 03/2024 08/2024
Wood-N-Crate Designs Mesa AZ 01/2024 08/2024
American Conservative Union Alexandria VA 05/2023 12/2023
Aries Appraisal Management Provo UT 08/2021 05/2023
Wood-N-Crate Designs Mesa AZ 03/2020 08/2021
The Church Of Jesus Christ Of Latter-Day Saints Cauayan City 06/2018 03/2020
Wood-N-Crate Designs Mesa AZ 08/2016 06/2018
Gold Medal Landscaping Mesa AZ 04/2020 08/2020
Brigham Young University Provo UT 08/2020 04/2024
Bank Of America, N.A. Apache Junction AZ 12/2024 Present
  • 08/2024 → Present
    Apache Junction, AZ
  • 03/2024 → 08/2024
    The Wright House
    Mesa, AZ
  • 01/2024 → 08/2024
    Wood-N-Crate Designs
    Mesa, AZ
  • 05/2023 → 12/2023
    American Conservative Union
    Alexandria, VA
  • 08/2021 → 05/2023
    Aries Appraisal Management
    Provo, UT
  • 03/2020 → 08/2021
    Wood-N-Crate Designs
    Mesa, AZ
  • 06/2018 → 03/2020
    The Church Of Jesus Christ Of Latter-Day Saints
    Cauayan City
  • 08/2016 → 06/2018
    Wood-N-Crate Designs
    Mesa, AZ
  • 04/2020 → 08/2020
    Gold Medal Landscaping
    Mesa, AZ
  • 08/2020 → 04/2024
    Brigham Young University
    Provo, UT
  • 12/2024 → Present
    Bank Of America, N.A.
    Apache Junction, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19
Other Names
  • Nate Montague

View on SEC IAPD

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