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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 2025-04-01
NY RA APPROVED 2025-01-31
  • TX RA
    APPROVED
    Since 2025-04-01
  • NY RA
    APPROVED
    Since 2025-01-31

Branch Locations

250 Main St, Huntington, NY 11743 • United States

5310 Sunrise Hwy, Massapequa Park, NY 11762 • 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 Huntington NY 10/2024 Present
Crestwood S Melville NY 07/2024 08/2024
Suny New Paltz New Paltz NY 08/2020 05/2024
Christine Liu Town Council Campaign New Hyde Park NY 05/2023 07/2023
Le Caviste Stanfordville NY 04/2022 07/2023
Herricks High School New Hyde Park NY 09/2016 06/2020
Shadowland Artists, Inc. Ellenville NY 06/2023 06/2023
Pierce Country Day School Inc Roslyn NY 06/2021 08/2021
Town Council Campaign New Hyde Park NY 05/2023 07/2023
Herricks Middle School Albertson NY 09/2013 06/2016
Bank Of America, N.A. Huntington NY 12/2024 Present
  • 10/2024 → Present
    Huntington, NY
  • 07/2024 → 08/2024
    Crestwood S
    Melville, NY
  • 08/2020 → 05/2024
    Suny New Paltz
    New Paltz, NY
  • 05/2023 → 07/2023
    Christine Liu Town Council Campaign
    New Hyde Park, NY
  • 04/2022 → 07/2023
    Le Caviste
    Stanfordville, NY
  • 09/2016 → 06/2020
    Herricks High School
    New Hyde Park, NY
  • 06/2023 → 06/2023
    Shadowland Artists, Inc.
    Ellenville, NY
  • 06/2021 → 08/2021
    Pierce Country Day School Inc
    Roslyn, NY
  • 05/2023 → 07/2023
    Town Council Campaign
    New Hyde Park, NY
  • 09/2013 → 06/2016
    Herricks Middle School
    Albertson, NY
  • 12/2024 → Present
    Bank Of America, N.A.
    Huntington, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-30
  • S66 Uniform Combined State Law Examination
    2025-01-30

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