Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-14
RI RA APPROVED 2025-04-11
  • TX RA
    APPROVED
    Since 2025-04-14
  • RI RA
    APPROVED
    Since 2025-04-11

Branch Locations

3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • 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
Bank Of America, N.A. Lincoln RI 06/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 09/2024 Present
Taunton High School Taunton MA 09/2014 06/2019
Forekicks Indoor And Outdoor Sports Complex Taunton MA 09/2018 02/2019
Framingham State University Framingham MA 08/2019 05/2023
Lowes Raynham MA 05/2021 08/2022
Dick's Sporting Goods North Attleborough MA 01/2021 04/2021
Costal Consultants Dedham MA 02/2024 04/2024
Unemployed Taunton MA 05/2024 08/2024
The Kraft Group Foxborough MA 08/2024 09/2024
Unemployed Taunton MA 06/2023 01/2024
  • 06/2026 → Present
    Bank Of America, N.A.
    Lincoln, RI
  • 09/2024 → Present
    Lincoln, RI
  • 09/2014 → 06/2019
    Taunton High School
    Taunton, MA
  • 09/2018 → 02/2019
    Forekicks Indoor And Outdoor Sports Complex
    Taunton, MA
  • 08/2019 → 05/2023
    Framingham State University
    Framingham, MA
  • 05/2021 → 08/2022
    Lowes
    Raynham, MA
  • 01/2021 → 04/2021
    Dick's Sporting Goods
    North Attleborough, MA
  • 02/2024 → 04/2024
    Costal Consultants
    Dedham, MA
  • 05/2024 → 08/2024
    Unemployed
    Taunton, MA
  • 08/2024 → 09/2024
    The Kraft Group
    Foxborough, MA
  • 06/2023 → 01/2024
    Unemployed
    Taunton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-09
  • S66 Uniform Combined State Law Examination
    2025-04-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Riverside, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor