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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 2026-06-04
CT RA APPROVED 2025-10-24
  • TX RA
    APPROVED
    Since 2026-06-04
  • CT RA
    APPROVED
    Since 2025-10-24

Branch Locations

139 Boston Rd, Sutton, MA 01590 • 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 Worcester MA 08/2025 Present
Bank Of America Worcester MA 12/2023 08/2025
Bernie And Phyl's Furniture / Convertible Castle Inc Saugus MA 09/2021 08/2023
Cadence Academy West Bridgewater MA 09/2019 04/2020
Self Employed Bridgewater MA 04/2020 08/2021
Instacart Belmont MA 08/2023 12/2023
Doordash Belmont MA 08/2023 12/2023
Unemployed Brockton MA 08/2015 08/2019
Bank Of America, N.A. Worcester MA 09/2025 Present
  • 08/2025 → Present
    Worcester, MA
  • 12/2023 → 08/2025
    Bank Of America
    Worcester, MA
  • 09/2021 → 08/2023
    Bernie And Phyl's Furniture / Convertible Castle Inc
    Saugus, MA
  • 09/2019 → 04/2020
    Cadence Academy
    West Bridgewater, MA
  • 04/2020 → 08/2021
    Self Employed
    Bridgewater, MA
  • 08/2023 → 12/2023
    Instacart
    Belmont, MA
  • 08/2023 → 12/2023
    Doordash
    Belmont, MA
  • 08/2015 → 08/2019
    Unemployed
    Brockton, MA
  • 09/2025 → Present
    Bank Of America, N.A.
    Worcester, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24
Other Names
  • Alexis Katerina Kotsiopoulos
  • Alexis Hamada

View on SEC IAPD

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