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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 2024-11-05
  • TX RA
    APPROVED
    Since 2024-11-05

Branch Locations

2821 Matlock Rd, Mansfield, TX 76063 • United States

4220 W Green Oaks Blvd, Arlington, TX 76016 • 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 Frisco TX 09/2024 11/2024
Bank Of America Hurst TX 07/2022 09/2024
Arcis Golf Dallas TX 07/2020 07/2022
Denton Isd Denton TX 01/2020 06/2020
University Of North Texas Denton TX 08/2019 05/2022
Unemployed Bedford TX 06/2019 08/2019
Hurst Euless Bedford Isd Bedford TX 01/2019 06/2019
Unemployed Bedford TX 09/2018 01/2019
Hurst Aquatics Hurst TX 12/2018 05/2019
Tj Maxx Hurst TX 07/2017 07/2018
Unemployed Bedford TX 09/2014 06/2017
Bank Of America, N.A. Mansfield TX 11/2024 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mansfield TX 11/2024 Present
  • 09/2024 → 11/2024
    Frisco, TX
  • 07/2022 → 09/2024
    Bank Of America
    Hurst, TX
  • 07/2020 → 07/2022
    Arcis Golf
    Dallas, TX
  • 01/2020 → 06/2020
    Denton Isd
    Denton, TX
  • 08/2019 → 05/2022
    University Of North Texas
    Denton, TX
  • 06/2019 → 08/2019
    Unemployed
    Bedford, TX
  • 01/2019 → 06/2019
    Hurst Euless Bedford Isd
    Bedford, TX
  • 09/2018 → 01/2019
    Unemployed
    Bedford, TX
  • 12/2018 → 05/2019
    Hurst Aquatics
    Hurst, TX
  • 07/2017 → 07/2018
    Tj Maxx
    Hurst, TX
  • 09/2014 → 06/2017
    Unemployed
    Bedford, TX
  • 11/2024 → Present
    Bank Of America, N.A.
    Mansfield, TX
  • 11/2024 → Present
    Mansfield, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-19
  • S66 Uniform Combined State Law Examination
    2024-02-19

View on SEC IAPD

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