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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 2025-07-10
VA RA APPROVED 2025-04-29
  • TX RA
    APPROVED
    Since 2025-07-10
  • VA RA
    APPROVED
    Since 2025-04-29

Branch Locations

1525 Stafford Market Pl, Stafford, VA 22556 • 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 Fredericksburg VA 08/2022 Present
Faith Baptist School Fredericksburg VA 04/2020 08/2022
Chick-Fil-A Pensacola FL 08/2019 04/2020
Pensacola Christian College Pensacola FL 08/2016 08/2019
Pensacola Theological Seminary Pensacola FL 09/2016 08/2019
Bank Of America, N.A. Fredericksburg VA 02/2025 Present
  • 08/2022 → Present
    Fredericksburg, VA
  • 04/2020 → 08/2022
    Faith Baptist School
    Fredericksburg, VA
  • 08/2019 → 04/2020
    Chick-Fil-A
    Pensacola, FL
  • 08/2016 → 08/2019
    Pensacola Christian College
    Pensacola, FL
  • 09/2016 → 08/2019
    Pensacola Theological Seminary
    Pensacola, FL
  • 02/2025 → Present
    Bank Of America, N.A.
    Fredericksburg, VA
Other Businesses

I*1692321 Entity Type: For Profit Name of OBA: CoLab FXBG LLC Address: Fredericksburg, Virginia, 22407 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/15/2024 Number of Hours: 3, Weekly Number of Hours during trading: 0 Duties: Local Studio Space primarily for podcast and video production Responsibilities include marketing, content, and other administrative duties. Marketing and content is in no way related to banking and investing, BoA or Merrill. Content is either promotional for the business or producing content beneficial to local business owners and content creators.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-29
  • S66 Uniform Combined State Law Examination
    2025-04-29

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