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
DE RA APPROVED 2026-05-11
TX RA APPROVED 2026-01-05
PA RA APPROVED 2025-12-01
  • DE RA
    APPROVED
    Since 2026-05-11
  • TX RA
    APPROVED
    Since 2026-01-05
  • PA RA
    APPROVED
    Since 2025-12-01

Branch Locations

3816 Kennett Pike, Wilmington, DE 19807 • United States

807 E Baltimore Pike, Kennett Square, PA 19348 • 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 West Chester PA 06/2023 Present
Kendal At Longwood Kennett Square PA 12/2022 04/2023
Kendal At Longwood Kennett Square PA 01/2014 11/2022
Bank Of America, N.A. West Chester PA 11/2025 Present
  • 06/2023 → Present
    West Chester, PA
  • 12/2022 → 04/2023
    Kendal At Longwood
    Kennett Square, PA
  • 01/2014 → 11/2022
    Kendal At Longwood
    Kennett Square, PA
  • 11/2025 → Present
    Bank Of America, N.A.
    West Chester, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-01
  • S66 Uniform Combined State Law Examination
    2025-12-01

View on SEC IAPD

More in Wilmington, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor