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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 2025-11-11
NY RA APPROVED 2025-10-31
  • TX RA
    APPROVED
    Since 2025-11-11
  • NY RA
    APPROVED
    Since 2025-10-31

Branch Locations

One Bryant Park Adp - Home Office, New York, NY 10036 • United States

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 New York NY 06/2025 Present
Ccre Advisors Latham NY 10/2023 06/2025
Siena College Loudonville NY 09/2020 05/2024
Rutgers University New Brunswick NJ 08/2024 05/2025
Waters Retail Group Kennett Square PA 06/2023 08/2023
Center Court Partners Manhasset NY 06/2022 08/2022
Plandome Country Club Manhasset NY 06/2021 08/2021
Doordash Manhasset NY 03/2020 08/2020
Manhasset High School Manhasset NY 09/2016 06/2020
Bank Of America, N.A. New York NY 10/2025 Present
  • 06/2025 → Present
    New York, NY
  • 10/2023 → 06/2025
    Ccre Advisors
    Latham, NY
  • 09/2020 → 05/2024
    Siena College
    Loudonville, NY
  • 08/2024 → 05/2025
    Rutgers University
    New Brunswick, NJ
  • 06/2023 → 08/2023
    Waters Retail Group
    Kennett Square, PA
  • 06/2022 → 08/2022
    Center Court Partners
    Manhasset, NY
  • 06/2021 → 08/2021
    Plandome Country Club
    Manhasset, NY
  • 03/2020 → 08/2020
    Doordash
    Manhasset, NY
  • 09/2016 → 06/2020
    Manhasset High School
    Manhasset, NY
  • 10/2025 → Present
    Bank Of America, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-31
  • S66 Uniform Combined State Law Examination
    2025-10-31

View on SEC IAPD

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