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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 2025-03-20
TX RA APPROVED 2025-03-20
  • CA RA
    APPROVED
    Since 2025-03-20
  • TX RA
    APPROVED
    Since 2025-03-20

Branch Locations

2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • 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 Chandler AZ 11/2024 Present
Bank Of America Chandler AZ 09/2023 11/2024
Jersey Mikes Tempe AZ 08/2022 09/2023
Upward Projects Tempe AZ 03/2022 05/2022
Unemployed / Full Time Student Tempe AZ 05/2022 08/2022
Veros Chicago Pizza Phoenix AZ 12/2021 03/2022
Cb&Cb Chandler 50 Llc Phoenix AZ 05/2021 12/2021
Follett Tempe AZ 02/2021 05/2021
Nxtthing Tempe AZ 11/2020 02/2021
Unemployed / Full Time Student Tempe AZ 08/2020 11/2020
Target Phoenix AZ 06/2020 08/2020
Unemployed / Full Time Student Tempe AZ 06/2019 06/2020
Albertsons Phoenix AZ 11/2017 06/2019
Unemployed / Full Time Student Phoenix AZ 12/2014 11/2017
Bank Of America, N.A. Chandler AZ 04/2026 Present
  • 11/2024 → Present
    Chandler, AZ
  • 09/2023 → 11/2024
    Bank Of America
    Chandler, AZ
  • 08/2022 → 09/2023
    Jersey Mikes
    Tempe, AZ
  • 03/2022 → 05/2022
    Upward Projects
    Tempe, AZ
  • 05/2022 → 08/2022
    Unemployed / Full Time Student
    Tempe, AZ
  • 12/2021 → 03/2022
    Veros Chicago Pizza
    Phoenix, AZ
  • 05/2021 → 12/2021
    Cb&Cb Chandler 50 Llc
    Phoenix, AZ
  • 02/2021 → 05/2021
    Follett
    Tempe, AZ
  • 11/2020 → 02/2021
    Nxtthing
    Tempe, AZ
  • 08/2020 → 11/2020
    Unemployed / Full Time Student
    Tempe, AZ
  • 06/2020 → 08/2020
    Target
    Phoenix, AZ
  • 06/2019 → 06/2020
    Unemployed / Full Time Student
    Tempe, AZ
  • 11/2017 → 06/2019
    Albertsons
    Phoenix, AZ
  • 12/2014 → 11/2017
    Unemployed / Full Time Student
    Phoenix, AZ
  • 04/2026 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-03-14

View on SEC IAPD

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