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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 2025-02-24
FL RA APPROVED 2025-02-03
  • TX RA
    APPROVED
    Since 2025-02-24
  • FL RA
    APPROVED
    Since 2025-02-03

Branch Locations

9231 Cortez Blvd, Weeki Wachee, FL 34613 • 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 Tampa FL 02/2020 Present
Busch Gardens Tampa FL 09/2018 09/2020
University Of South Florida Tampa FL 05/2018 12/2019
Gateway High School Kissimmee FL 08/2014 05/2018
Bank Of America, N.A. Tampa FL 12/2024 Present
  • 02/2020 → Present
    Tampa, FL
  • 09/2018 → 09/2020
    Busch Gardens
    Tampa, FL
  • 05/2018 → 12/2019
    University Of South Florida
    Tampa, FL
  • 08/2014 → 05/2018
    Gateway High School
    Kissimmee, FL
  • 12/2024 → Present
    Bank Of America, N.A.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2025-01-31

View on SEC IAPD

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