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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 2025-10-20
GA RA APPROVED 2025-10-01
  • TX RA
    APPROVED
    Since 2025-10-20
  • GA RA
    APPROVED
    Since 2025-10-01

Branch Locations

340 Jesse Jewel Pkwy, Gainesville, GA 30501 • 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 Oakwood GA 04/2025 Present
Amazon Bessemer AL 05/2021 09/2022
Amazon Braselton GA 09/2022 06/2024
Wells Fargo Buford GA 11/2016 02/2021
Georgia Gwinnett College Lawrenceville GA 08/2016 12/2020
Extended Travel Buford GA 06/2024 04/2025
Bank Of America, N.A. Oakwood GA 06/2025 Present
  • 04/2025 → Present
    Oakwood, GA
  • 05/2021 → 09/2022
    Amazon
    Bessemer, AL
  • 09/2022 → 06/2024
    Amazon
    Braselton, GA
  • 11/2016 → 02/2021
    Wells Fargo
    Buford, GA
  • 08/2016 → 12/2020
    Georgia Gwinnett College
    Lawrenceville, GA
  • 06/2024 → 04/2025
    Extended Travel
    Buford, GA
  • 06/2025 → Present
    Bank Of America, N.A.
    Oakwood, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
  • S66 Uniform Combined State Law Examination
    2025-09-29

View on SEC IAPD

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