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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 2025-08-05
NY RA APPROVED 2025-06-14
  • TX RA
    APPROVED
    Since 2025-08-05
  • NY RA
    APPROVED
    Since 2025-06-14

Branch Locations

31 Route 111, Smithtown, NY 11787 • 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 Oceanside NY 01/2025 Present
Jones Lang Lasalle New York NY 01/2024 01/2025
Boss Facility Services Hauppauge NY 04/2022 12/2023
The Home Depot Central Islip NY 02/2020 04/2022
Captain Bill's Bay Shore NY 05/2021 07/2023
Babylon Carriage House Babylon NY 11/2016 07/2019
Topping Rose House Bridgehampton NY 07/2019 12/2019
Farmingdale State College Farmingdale NY 09/2018 01/2021
Suffolk County Community College Brentwood NY 09/2016 05/2018
Bhbh Operating Company Llc Bridgehampton NY 06/2019 07/2019
Bank Of America, N.A. Oceanside NY 03/2025 Present
  • 01/2025 → Present
    Oceanside, NY
  • 01/2024 → 01/2025
    Jones Lang Lasalle
    New York, NY
  • 04/2022 → 12/2023
    Boss Facility Services
    Hauppauge, NY
  • 02/2020 → 04/2022
    The Home Depot
    Central Islip, NY
  • 05/2021 → 07/2023
    Captain Bill's
    Bay Shore, NY
  • 11/2016 → 07/2019
    Babylon Carriage House
    Babylon, NY
  • 07/2019 → 12/2019
    Topping Rose House
    Bridgehampton, NY
  • 09/2018 → 01/2021
    Farmingdale State College
    Farmingdale, NY
  • 09/2016 → 05/2018
    Suffolk County Community College
    Brentwood, NY
  • 06/2019 → 07/2019
    Bhbh Operating Company Llc
    Bridgehampton, NY
  • 03/2025 → Present
    Bank Of America, N.A.
    Oceanside, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-14
  • S66 Uniform Combined State Law Examination
    2025-06-14

View on SEC IAPD

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