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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-05-06
TX RA APPROVED 2025-12-02
PA RA APPROVED 2025-10-02
  • DE RA
    APPROVED
    Since 2026-05-06
  • TX RA
    APPROVED
    Since 2025-12-02
  • PA RA
    APPROVED
    Since 2025-10-02

Branch Locations

695 Baltimore Pike, Springfield, PA 19064 • United States

101 W Macdade Blvd, Folsom, PA 19033 • 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
Brian Cover Insurance Agency Philadelphia PA 08/2024 11/2024
Jeffery Castillo Insurance Agency Philadelphia PA 04/2024 08/2024
Philadelphia Federal Credit Union Philadelphia PA 03/2023 04/2024
Sweetgreen Philadelphia PA 07/2022 02/2023
Unemployed Philadelphia PA 01/2022 09/2022
Ll Ny Payroll Philadelphia PA 09/2021 01/2022
Community College Of Philadelphia Philadelphia PA 08/2020 01/2022
Sayre Highschool Philadelphia PA 12/2019 05/2020
Lenape Highschool Medford NJ 09/2019 12/2019
Burlington County Institue Of Technology Medford NJ 09/2016 09/2019
Harrington Middle School New Jersey NJ 09/2014 09/2019
State Farm Vp Management Corp. Philadelphia PA 10/2024 11/2024
Lpl Enterprise Warrington PA 02/2025 05/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 08/2025 Present
Stephanie Reiata State Farm Llc Glenside CA 06/2025 08/2025
Mt Laurel Frex Mex Mount Laurel PA 03/2019 12/2019
Southwest P5 Drexel Hill PA 03/2021 06/2021
Rose Group Philadelphia PA 07/2021 10/2021
Wendcentral Historical Data Philadelphia PA 02/2022 03/2023
Bank Of America, N.A Philadelphia PA 10/2025 Present
  • 08/2024 → 11/2024
    Brian Cover Insurance Agency
    Philadelphia, PA
  • 04/2024 → 08/2024
    Jeffery Castillo Insurance Agency
    Philadelphia, PA
  • 03/2023 → 04/2024
    Philadelphia Federal Credit Union
    Philadelphia, PA
  • 07/2022 → 02/2023
    Sweetgreen
    Philadelphia, PA
  • 01/2022 → 09/2022
    Unemployed
    Philadelphia, PA
  • 09/2021 → 01/2022
    Ll Ny Payroll
    Philadelphia, PA
  • 08/2020 → 01/2022
    Community College Of Philadelphia
    Philadelphia, PA
  • 12/2019 → 05/2020
    Sayre Highschool
    Philadelphia, PA
  • 09/2019 → 12/2019
    Lenape Highschool
    Medford, NJ
  • 09/2016 → 09/2019
    Burlington County Institue Of Technology
    Medford, NJ
  • 09/2014 → 09/2019
    Harrington Middle School
    New Jersey, NJ
  • 10/2024 → 11/2024
    State Farm Vp Management Corp.
    Philadelphia, PA
  • 02/2025 → 05/2025
    Lpl Enterprise
    Warrington, PA
  • 08/2025 → Present
    Philadelphia, PA
  • 06/2025 → 08/2025
    Stephanie Reiata State Farm Llc
    Glenside, CA
  • 03/2019 → 12/2019
    Mt Laurel Frex Mex
    Mount Laurel, PA
  • 03/2021 → 06/2021
    Southwest P5
    Drexel Hill, PA
  • 07/2021 → 10/2021
    Rose Group
    Philadelphia, PA
  • 02/2022 → 03/2023
    Wendcentral Historical Data
    Philadelphia, PA
  • 10/2025 → Present
    Bank Of America, N.A
    Philadelphia, PA
Other Businesses

I*2797269 Entity Type: For Profit Name of OBA: Modern Now Innovations LLC Address:Philadelphia Pennsylvania Investment Related:No Position, Title, Association:Owner Start Date:07/27/2023 No Hours: 3 Monthly No Hours during trading:0 Monthly Duties:Licenses out patent, a patent for an adjustable needle meant to tailor clothing. Review records, communicate with manufactures.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-13
S63 Uniform Securities Agent State Law Examination 2024-09-20
  • S65 Uniform Investment Adviser Law Examination
    2025-08-13
  • S63 Uniform Securities Agent State Law Examination
    2024-09-20
Other Names
  • Danielle Nalani Devard
  • Danny Devard

View on SEC IAPD

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