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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-13
TX RA APPROVED 2025-04-09
  • CA RA
    APPROVED
    Since 2026-01-13
  • TX RA
    APPROVED
    Since 2025-04-09

Branch Locations

701 B St, San Diego, CA 92101 • 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 Bellevue WA 10/2024 Present
Piatti Restaurant Seattle WA 06/2023 06/2024
Reign Sports Management Seattle WA 06/2023 08/2023
Montlake Futures Seattle WA 04/2023 02/2024
University Of Washington Athletic Department Seattle WA 09/2020 06/2024
City Baseball Academy Seattle VA 01/2021 08/2023
Green Knight Landscaping Seattle WA 06/2022 10/2022
Blue Ribbon Cooking And Catering Seattle WA 06/2021 07/2022
Seattle Golf Club Seattle WA 06/2024 09/2024
Bishop Blanchet High School Seattle WA 09/2016 06/2020
University Of Washington Seattle WA 09/2020 06/2024
Bank Of America, N.A. Bellevue WA 12/2024 Present
  • 10/2024 → Present
    Bellevue, WA
  • 06/2023 → 06/2024
    Piatti Restaurant
    Seattle, WA
  • 06/2023 → 08/2023
    Reign Sports Management
    Seattle, WA
  • 04/2023 → 02/2024
    Montlake Futures
    Seattle, WA
  • 09/2020 → 06/2024
    University Of Washington Athletic Department
    Seattle, WA
  • 01/2021 → 08/2023
    City Baseball Academy
    Seattle, VA
  • 06/2022 → 10/2022
    Green Knight Landscaping
    Seattle, WA
  • 06/2021 → 07/2022
    Blue Ribbon Cooking And Catering
    Seattle, WA
  • 06/2024 → 09/2024
    Seattle Golf Club
    Seattle, WA
  • 09/2016 → 06/2020
    Bishop Blanchet High School
    Seattle, WA
  • 09/2020 → 06/2024
    University Of Washington
    Seattle, WA
  • 12/2024 → Present
    Bank Of America, N.A.
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-03
  • S66 Uniform Combined State Law Examination
    2025-02-03

View on SEC IAPD

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