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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 2025-05-21
TX RA APPROVED 2025-05-21
  • CA RA
    APPROVED
    Since 2025-05-21
  • TX RA
    APPROVED
    Since 2025-05-21

Branch Locations

2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States

3400 Pawtucket Ave Ci Relationship Management, Riverside, RI 02915 • 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
Bank Of America, N.A. Chandler AZ 05/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 01/2025 Present
Full-Time Education Lexington MA 02/2015 08/2018
Subway Burlington MA 08/2018 05/2019
Bertuccis Lexington MA 05/2019 08/2020
N/A (Unemployed/Took Break For School) Lexington MA 08/2020 06/2021
Starbucks Burlington MA 06/2022 05/2024
Clean Urban Living Tempe AZ 11/2023 04/2024
Full-Time Education Tempe AZ 05/2024 06/2024
Graystoke Capital Partners Boise ID 06/2024 08/2024
Full-Time Education Tempe AZ 08/2024 01/2025
Unemployed Chandler AZ 06/2021 05/2022
  • 05/2026 → Present
    Bank Of America, N.A.
    Chandler, AZ
  • 01/2025 → Present
    Chandler, AZ
  • 02/2015 → 08/2018
    Full-Time Education
    Lexington, MA
  • 08/2018 → 05/2019
    Subway
    Burlington, MA
  • 05/2019 → 08/2020
    Bertuccis
    Lexington, MA
  • 08/2020 → 06/2021
    N/A (Unemployed/Took Break For School)
    Lexington, MA
  • 06/2022 → 05/2024
    Starbucks
    Burlington, MA
  • 11/2023 → 04/2024
    Clean Urban Living
    Tempe, AZ
  • 05/2024 → 06/2024
    Full-Time Education
    Tempe, AZ
  • 06/2024 → 08/2024
    Graystoke Capital Partners
    Boise, ID
  • 08/2024 → 01/2025
    Full-Time Education
    Tempe, AZ
  • 06/2021 → 05/2022
    Unemployed
    Chandler, AZ
Other Businesses

I*: two four eight five two eight seven Entity Type: For Profit Name of OBA: M.H. Address: Tempe, AZ eight five two eight one Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/23/2025 Number of Hours: 4 hrs mthly Number of Hours during trading: 0 Duties: I am just renting out my car on Turo. I want to make some side money so I plan to rent out my car and if it goes well to rent out some more cars on the side. I*: two four nine seven three four five Entity Type: For Profit Name of OBA: M.H. Address: Tempe, AZ eight five two eight one Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 6/1/2025 Number of Hours: 6 hrs wkly Number of Hours during trading: 0 Duties: Delivering people's food orders. Wanting to Door Dash.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-24
  • S66 Uniform Combined State Law Examination
    2025-04-24

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