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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 2025-07-29
NJ RA APPROVED 2025-07-28
  • TX RA
    APPROVED
    Since 2025-07-29
  • NJ RA
    APPROVED
    Since 2025-07-28

Branch Locations

80 Chestnut Ridge Rd, Montvale, NJ 07645 • 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 Montvale NJ 06/2025 Present
Td Bank Bridgewater NJ 09/2024 06/2025
Vaz Installs / Home Depot Home Services Lyndhurst NJ 11/2019 09/2024
Magnify Brewing Company Fairfield NJ 10/2017 03/2020
Verizon Wireless Totowa NJ 08/2014 07/2018
Adp, Llc Florham Park NJ 10/2019 02/2020
Bank Of America, N.A. Montvale NJ 09/2025 Present
  • 06/2025 → Present
    Montvale, NJ
  • 09/2024 → 06/2025
    Td Bank
    Bridgewater, NJ
  • 11/2019 → 09/2024
    Vaz Installs / Home Depot Home Services
    Lyndhurst, NJ
  • 10/2017 → 03/2020
    Magnify Brewing Company
    Fairfield, NJ
  • 08/2014 → 07/2018
    Verizon Wireless
    Totowa, NJ
  • 10/2019 → 02/2020
    Adp, Llc
    Florham Park, NJ
  • 09/2025 → Present
    Bank Of America, N.A.
    Montvale, NJ
Other Businesses

I*2609272, Entity Type: Entity For Profit, Name of OBA: Brutal Grind Coffee Company LLC, Address: Jersey City, New Jersey, 07310, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 05/13/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I co-own an inactive LLC with my spouse that was created in May 2024. It was intended to be an online coffee business, but we have not conducted any business or generated revenue. The business has been dormant since formation, and neither of us intends to pursue any business activity with it going forward. None

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-26
S63 Uniform Securities Agent State Law Examination 2024-08-24
  • S65 Uniform Investment Adviser Law Examination
    2025-04-26
  • S63 Uniform Securities Agent State Law Examination
    2024-08-24

View on SEC IAPD

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