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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 2026-01-09
MD RA APPROVED 2025-11-21
  • TX RA
    APPROVED
    Since 2026-01-09
  • MD RA
    APPROVED
    Since 2025-11-21

Branch Locations

1070 W Patrick St, Frederick, MD 21703 • 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 Frederick MD 08/2025 Present
The Catholic University Of America Washington DC 04/2024 08/2025
Unemployed Frederick MD 03/2024 04/2024
Colorado School Of Mines Foundation Golden CO 06/2022 02/2024
Highlands Ranch Aquatics Highlands Ranch CO 09/2020 06/2022
Instacart Denver CO 09/2020 06/2022
Lululemon Gaithersburg MD 11/2018 08/2020
Kalu Yala Institute Panama 05/2018 11/2018
University Of Connecticut Storrs CT 05/2016 05/2018
University Of Denver Denver CO 08/2020 06/2022
Bank Of America, N.A. Frederick MD 10/2025 Present
  • 08/2025 → Present
    Frederick, MD
  • 04/2024 → 08/2025
    The Catholic University Of America
    Washington, DC
  • 03/2024 → 04/2024
    Unemployed
    Frederick, MD
  • 06/2022 → 02/2024
    Colorado School Of Mines Foundation
    Golden, CO
  • 09/2020 → 06/2022
    Highlands Ranch Aquatics
    Highlands Ranch, CO
  • 09/2020 → 06/2022
    Instacart
    Denver, CO
  • 11/2018 → 08/2020
    Lululemon
    Gaithersburg, MD
  • 05/2018 → 11/2018
    Kalu Yala Institute
    Panama
  • 05/2016 → 05/2018
    University Of Connecticut
    Storrs, CT
  • 08/2020 → 06/2022
    University Of Denver
    Denver, CO
  • 10/2025 → Present
    Bank Of America, N.A.
    Frederick, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
  • S66 Uniform Combined State Law Examination
    2025-11-21
Other Names
  • Patrick Daniel Kavanaugh

View on SEC IAPD

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