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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 2026-04-08
NY RA APPROVED 2026-02-21
  • TX RA
    APPROVED
    Since 2026-04-08
  • NY RA
    APPROVED
    Since 2026-02-21

Branch Locations

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

One Bryant Park, New York, NY 10036 • 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
Mckesson Dallas TX 06/2024 08/2024
Texas Christian University Fort Worth TX 08/2024 06/2025
Bmo Bank Scottsdale AZ 06/2023 08/2023
Texas Christian University Fort Worth TX 08/2023 06/2024
Texas Christian University Forth Worth TX 08/2021 06/2023
Xavier College Preparatory Phoenix AZ 08/2017 08/2021
St. Francis Xavier School Phoenix AZ 05/2015 08/2017
  • 06/2025 → Present
    New York, NY
  • 06/2024 → 08/2024
    Mckesson
    Dallas, TX
  • 08/2024 → 06/2025
    Texas Christian University
    Fort Worth, TX
  • 06/2023 → 08/2023
    Bmo Bank
    Scottsdale, AZ
  • 08/2023 → 06/2024
    Texas Christian University
    Fort Worth, TX
  • 08/2021 → 06/2023
    Texas Christian University
    Forth Worth, TX
  • 08/2017 → 08/2021
    Xavier College Preparatory
    Phoenix, AZ
  • 05/2015 → 08/2017
    St. Francis Xavier School
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-21
  • S66 Uniform Combined State Law Examination
    2026-02-21
Other Names
  • Caroline Calihan

View on SEC IAPD

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