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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 2024-12-04
  • TX RA
    APPROVED
    Since 2024-12-04

Branch Locations

8500 N Beach St, Fort Worth, TX 76244 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • 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 10/2022 Present
Sleep Number Fort Worth TX 05/2021 10/2022
Tempur-Pedic Fort Worth/Dallas TX 03/2019 05/2021
Farmers Insurance Grand Prairie TX 07/2018 03/2019
Express Employment Fort Worth TX 02/2018 06/2018
Usps Azle TX 01/2019 03/2019
Eberls Frederick MD 04/2016 09/2016
Unemployed Fort Worth TX 09/2016 01/2017
The Best Irs Irving TX 03/2017 10/2017
Unemployed Fort Worth TX 12/2017 02/2018
Us. Postal Service Azle TX 01/2019 03/2019
24 Hour Fitness Southlake TX 02/2017 03/2017
Tarrant County College Fort Worth TX 05/2022 12/2023
Bank Of America, N.A. Frisco TX 11/2024 Present
  • 10/2022 → Present
    Frisco, TX
  • 05/2021 → 10/2022
    Sleep Number
    Fort Worth, TX
  • 03/2019 → 05/2021
    Tempur-Pedic
    Fort Worth/Dallas, TX
  • 07/2018 → 03/2019
    Farmers Insurance
    Grand Prairie, TX
  • 02/2018 → 06/2018
    Express Employment
    Fort Worth, TX
  • 01/2019 → 03/2019
    Usps
    Azle, TX
  • 04/2016 → 09/2016
    Eberls
    Frederick, MD
  • 09/2016 → 01/2017
    Unemployed
    Fort Worth, TX
  • 03/2017 → 10/2017
    The Best Irs
    Irving, TX
  • 12/2017 → 02/2018
    Unemployed
    Fort Worth, TX
  • 01/2019 → 03/2019
    Us. Postal Service
    Azle, TX
  • 02/2017 → 03/2017
    24 Hour Fitness
    Southlake, TX
  • 05/2022 → 12/2023
    Tarrant County College
    Fort Worth, TX
  • 11/2024 → Present
    Bank Of America, N.A.
    Frisco, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-03
  • S66 Uniform Combined State Law Examination
    2024-12-03

View on SEC IAPD

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