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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-29
TX RA APPROVED 2025-02-11
  • NY RA
    APPROVED
    Since 2025-10-29
  • TX RA
    APPROVED
    Since 2025-02-11

Branch Locations

90 Crystal Run Rd, Middletown, NY 10941 • 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 Leonia NJ 09/2024 11/2024
Suny New Paltz New Paltz NY 08/2020 05/2024
Willis Towers Watson Stanford CT 06/2022 09/2023
Under Armour Central Valley NY 06/2020 12/2021
Monroe Woodbury High School Central Valley NY 09/2015 06/2019
Chester High School Chester NY 06/2019 08/2019
Salisbury University Salisbury MD 09/2019 05/2020
Unemployed N/A 06/2024 08/2024
Professional Search Network, Llp Montvale NJ 08/2024 08/2024
State University Of New York New Paltz NY 08/2023 05/2024
State University Of New York New Paltz NY 08/2020 05/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CA 11/2024 Present
Bank Of America, N.A. Englewood CA 11/2024 Present
  • 09/2024 → 11/2024
    Leonia, NJ
  • 08/2020 → 05/2024
    Suny New Paltz
    New Paltz, NY
  • 06/2022 → 09/2023
    Willis Towers Watson
    Stanford, CT
  • 06/2020 → 12/2021
    Under Armour
    Central Valley, NY
  • 09/2015 → 06/2019
    Monroe Woodbury High School
    Central Valley, NY
  • 06/2019 → 08/2019
    Chester High School
    Chester, NY
  • 09/2019 → 05/2020
    Salisbury University
    Salisbury, MD
  • 06/2024 → 08/2024
    Unemployed
    N/A
  • 08/2024 → 08/2024
    Professional Search Network, Llp
    Montvale, NJ
  • 08/2023 → 05/2024
    State University Of New York
    New Paltz, NY
  • 08/2020 → 05/2023
    State University Of New York
    New Paltz, NY
  • 11/2024 → Present
    Englewood, CA
  • 11/2024 → Present
    Bank Of America, N.A.
    Englewood, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-20
  • S66 Uniform Combined State Law Examination
    2024-12-20

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