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Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-08
  • TX RA
    APPROVED
    Since 2026-07-08

Branch Locations

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

20 Greenway Plz , Houston, TX 77046 • 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 Houston TX 04/2026 Present
Consolidated Restaurant Operations, Inc. Houston TX 03/2016 09/2016
Deco Eg Restaurant Llc Houston TX 10/2016 08/2017
Delpa Bee Removal Houston TX 06/2017 09/2017
Slow Food Inc Houston TX 09/2017 03/2020
Unemployed Zhouston TX 03/2020 10/2020
Encore Search Partners, Llc Houston TX 10/2020 01/2022
App Academy Houston TX 01/2022 01/2023
Unemployed Houston TX 01/2023 10/2023
Daitme Corporation Dover DE 10/2023 05/2024
University Of Houston Houston TX 08/2013 12/2025
Unemployed Houston TX 01/2026 03/2026
Prahit Enterprse Llc Houston TX 01/2025 04/2025
Bank Of America, N.A. Houston TX 06/2026 Present
  • 04/2026 → Present
    Houston, TX
  • 03/2016 → 09/2016
    Consolidated Restaurant Operations, Inc.
    Houston, TX
  • 10/2016 → 08/2017
    Deco Eg Restaurant Llc
    Houston, TX
  • 06/2017 → 09/2017
    Delpa Bee Removal
    Houston, TX
  • 09/2017 → 03/2020
    Slow Food Inc
    Houston, TX
  • 03/2020 → 10/2020
    Unemployed
    Zhouston, TX
  • 10/2020 → 01/2022
    Encore Search Partners, Llc
    Houston, TX
  • 01/2022 → 01/2023
    App Academy
    Houston, TX
  • 01/2023 → 10/2023
    Unemployed
    Houston, TX
  • 10/2023 → 05/2024
    Daitme Corporation
    Dover, DE
  • 08/2013 → 12/2025
    University Of Houston
    Houston, TX
  • 01/2026 → 03/2026
    Unemployed
    Houston, TX
  • 01/2025 → 04/2025
    Prahit Enterprse Llc
    Houston, TX
  • 06/2026 → Present
    Bank Of America, N.A.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-08
  • S66 Uniform Combined State Law Examination
    2026-07-08
Other Names
  • Willard Marett
  • Willard Jackson Marett
  • Willard J Marett

View on SEC IAPD

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