Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-23
PA RA APPROVED 2025-08-08
  • TX RA
    APPROVED
    Since 2025-09-23
  • PA RA
    APPROVED
    Since 2025-08-08

Branch Locations

932 Chestnut St, Philadelphia, PA 19107 • 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 Wayne PA 05/2025 Present
Guiker Solution Inc. Montreal 09/2021 10/2022
Bank Of America Media PA 10/2022 05/2025
Unemployment Montreal 05/2015 09/2021
Bank Of America, N.A. Wayne PA 07/2025 Present
  • 05/2025 → Present
    Wayne, PA
  • 09/2021 → 10/2022
    Guiker Solution Inc.
    Montreal
  • 10/2022 → 05/2025
    Bank Of America
    Media, PA
  • 05/2015 → 09/2021
    Unemployment
    Montreal
  • 07/2025 → Present
    Bank Of America, N.A.
    Wayne, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-08
  • S66 Uniform Combined State Law Examination
    2025-08-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor