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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 2026-07-28
TX RA APPROVED 2025-08-07
  • CA RA
    APPROVED
    Since 2026-07-28
  • TX RA
    APPROVED
    Since 2025-08-07

Branch Locations

3075A Hansen Way, Palo Alto, CA 94304 • 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 Lancaster PA 09/2024 Present
Benecon Group Lititz PA 02/2021 08/2024
Paramount Management Group Lancaster PA 03/2019 03/2020
Trustmark/Coresource/Tristarr Lancaster PA 10/2018 01/2019
Franklin & Marshall Lancaster PA 09/2015 05/2018
Horst Realty Manheim PA 07/2020 10/2020
Break Before Start Of New Job Lancaster PA 10/2020 02/2021
Break / Horst Realty Manheim PA 03/2020 07/2020
Post-Graduation Lancaster PA 05/2018 10/2018
Wayne & Grayson Lancaster PA 04/2019 10/2019
Dsw Lancaster PA 09/2016 02/2017
F&M Lancaster PA 04/2016 12/2016
F&M Lancaster PA 03/2016 09/2016
Bank Of America, N.A. Lancaster PA 01/2025 Present
  • 09/2024 → Present
    Lancaster, PA
  • 02/2021 → 08/2024
    Benecon Group
    Lititz, PA
  • 03/2019 → 03/2020
    Paramount Management Group
    Lancaster, PA
  • 10/2018 → 01/2019
    Trustmark/Coresource/Tristarr
    Lancaster, PA
  • 09/2015 → 05/2018
    Franklin & Marshall
    Lancaster, PA
  • 07/2020 → 10/2020
    Horst Realty
    Manheim, PA
  • 10/2020 → 02/2021
    Break Before Start Of New Job
    Lancaster, PA
  • 03/2020 → 07/2020
    Break / Horst Realty
    Manheim, PA
  • 05/2018 → 10/2018
    Post-Graduation
    Lancaster, PA
  • 04/2019 → 10/2019
    Wayne & Grayson
    Lancaster, PA
  • 09/2016 → 02/2017
    Dsw
    Lancaster, PA
  • 04/2016 → 12/2016
    F&M
    Lancaster, PA
  • 03/2016 → 09/2016
    F&M
    Lancaster, PA
  • 01/2025 → Present
    Bank Of America, N.A.
    Lancaster, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-06
  • S66 Uniform Combined State Law Examination
    2025-06-06

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