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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 2025-02-14
MD RA APPROVED 2024-11-15
  • TX RA
    APPROVED
    Since 2025-02-14
  • MD RA
    APPROVED
    Since 2024-11-15

Branch Locations

10320 Little Patuxent Pkwy, Columbia, MD 21044 • 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 Columbia MD 08/2024 Present
The Boca Raton Boca Raton FL 12/2023 07/2024
Premier Performance Institute Delray Beach FL 01/2023 07/2024
Raw Tennis Performance Boca Raton FL 03/2023 07/2024
Wirthit Enterprises Delray Beach FL 02/2021 05/2024
Unemployed Gaithersburg MD 01/2014 01/2021
University Of Delaware Newark DE 08/2017 08/2020
West Winds Tennis Center New Market MD 06/2017 06/2017
Boca Raton Llc Boca Raton FL 06/2024 07/2024
University Of Delaware Newark DE 02/2020 08/2020
Bank Of America, N.A. Columbia MD 09/2024 Present
  • 08/2024 → Present
    Columbia, MD
  • 12/2023 → 07/2024
    The Boca Raton
    Boca Raton, FL
  • 01/2023 → 07/2024
    Premier Performance Institute
    Delray Beach, FL
  • 03/2023 → 07/2024
    Raw Tennis Performance
    Boca Raton, FL
  • 02/2021 → 05/2024
    Wirthit Enterprises
    Delray Beach, FL
  • 01/2014 → 01/2021
    Unemployed
    Gaithersburg, MD
  • 08/2017 → 08/2020
    University Of Delaware
    Newark, DE
  • 06/2017 → 06/2017
    West Winds Tennis Center
    New Market, MD
  • 06/2024 → 07/2024
    Boca Raton Llc
    Boca Raton, FL
  • 02/2020 → 08/2020
    University Of Delaware
    Newark, DE
  • 09/2024 → Present
    Bank Of America, N.A.
    Columbia, MD
Other Businesses

Name of the other businessPremier Performance Institute Whether the business is investment-relatedNo Address of the other businessGaithersburg, MD, 20882 Nature of the other businessTennis Coaching Your positionOwner/Coach Title, or relationship with the other businessOwner Start date of your relationship1/1/2023 Approximate number of hours/month you devote to the other business10 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI teach tennis privately on the weekends and Premier Performance Institute is the LLC that I opened to run that tennis coaching business. I am responsible for teaching tennis upon request and running billing/accounting for the LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-13
  • S66 Uniform Combined State Law Examination
    2024-11-13

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