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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 2026-04-08
FL RA APPROVED 2026-01-21
  • TX RA
    APPROVED
    Since 2026-04-08
  • FL RA
    APPROVED
    Since 2026-01-21

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

222 Lakeview Ave, West Palm Beach, FL 33401 • 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 West Palm Beach FL 03/2025 Present
Arbor Realty Trust Boston MA 08/2023 03/2025
University Of Massachusetts Amherst Amherst MA 09/2019 05/2023
West Suburban Ymca Newton MA 12/2022 08/2023
The Rmr Group Newton MA 06/2022 08/2022
Unemployed Lexington MA 03/2015 09/2019
Symmes Life Care Inc Lexington MA 12/2018 08/2020
Ymca Of Greater Boston Waltham MA 01/2018 10/2018
  • 03/2025 → Present
    West Palm Beach, FL
  • 08/2023 → 03/2025
    Arbor Realty Trust
    Boston, MA
  • 09/2019 → 05/2023
    University Of Massachusetts Amherst
    Amherst, MA
  • 12/2022 → 08/2023
    West Suburban Ymca
    Newton, MA
  • 06/2022 → 08/2022
    The Rmr Group
    Newton, MA
  • 03/2015 → 09/2019
    Unemployed
    Lexington, MA
  • 12/2018 → 08/2020
    Symmes Life Care Inc
    Lexington, MA
  • 01/2018 → 10/2018
    Ymca Of Greater Boston
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-14
  • S66 Uniform Combined State Law Examination
    2026-01-14

View on SEC IAPD

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