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
TX RA APPROVED 2025-11-05
FL RA APPROVED 2025-10-02
  • TX RA
    APPROVED
    Since 2025-11-05
  • FL RA
    APPROVED
    Since 2025-10-02

Branch Locations

12639 Tamiami Trl E, Naples, FL 34113 • 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 Naples FL 09/2023 Present
Truist Bank Fort Myers FL 09/2022 08/2023
Independent Contractor Cape Coral FL 10/2021 09/2022
Globe Life American Income Division: Q & P Organization Miami FL 03/2021 10/2021
Unemployed Cape Coral FL 08/2023 09/2023
Carmax Fort Myers FL 11/2019 03/2021
Rumrunners Restaurant Cape Coral FL 09/2018 11/2019
Winn Dixie Cape Coral FL 01/2018 09/2018
Unemployed Cape Coral FL 07/2015 01/2018
Florida Southwestern State College Fort Myers FL 08/2019 12/2020
Bank Of America, N.A. Naples FL 10/2025 Present
  • 09/2023 → Present
    Naples, FL
  • 09/2022 → 08/2023
    Truist Bank
    Fort Myers, FL
  • 10/2021 → 09/2022
    Independent Contractor
    Cape Coral, FL
  • 03/2021 → 10/2021
    Globe Life American Income Division: Q & P Organization
    Miami, FL
  • 08/2023 → 09/2023
    Unemployed
    Cape Coral, FL
  • 11/2019 → 03/2021
    Carmax
    Fort Myers, FL
  • 09/2018 → 11/2019
    Rumrunners Restaurant
    Cape Coral, FL
  • 01/2018 → 09/2018
    Winn Dixie
    Cape Coral, FL
  • 07/2015 → 01/2018
    Unemployed
    Cape Coral, FL
  • 08/2019 → 12/2020
    Florida Southwestern State College
    Fort Myers, FL
  • 10/2025 → Present
    Bank Of America, N.A.
    Naples, FL
Other Businesses

I*3623265, Entity Type: , Name of OBA: b P r, Address: naples, Florida, 33909, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/24/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-16
  • S66 Uniform Combined State Law Examination
    2025-07-16

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor