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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-28
TX RA APPROVED 2025-08-28
  • CA RA
    APPROVED
    Since 2025-08-28
  • TX RA
    APPROVED
    Since 2025-08-28

Branch Locations

8075 N Hayden Rd, Scottsdale, AZ 85258 • United States

16851 N Tatum Blvd, Phoenix, AZ 85032 • 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 Phoenix AZ 05/2025 Present
Beyond Normal Payments Scottsdale AZ 01/2024 05/2025
Elev8 Advisors Group Scottsdale AZ 05/2022 12/2023
Sportsman's Paradise Gilbert AZ 08/2016 08/2020
Arizona State University Tempe AZ 08/2020 12/2023
Highland High School Gilbert AZ 08/2016 05/2020
Bank Of America, N.A. Phoenix AZ 06/2025 Present
  • 05/2025 → Present
    Phoenix, AZ
  • 01/2024 → 05/2025
    Beyond Normal Payments
    Scottsdale, AZ
  • 05/2022 → 12/2023
    Elev8 Advisors Group
    Scottsdale, AZ
  • 08/2016 → 08/2020
    Sportsman's Paradise
    Gilbert, AZ
  • 08/2020 → 12/2023
    Arizona State University
    Tempe, AZ
  • 08/2016 → 05/2020
    Highland High School
    Gilbert, AZ
  • 06/2025 → Present
    Bank Of America, N.A.
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-31
  • S66 Uniform Combined State Law Examination
    2025-07-31

View on SEC IAPD

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