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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 2026-01-15
FL RA APPROVED 2025-12-03
  • TX RA
    APPROVED
    Since 2026-01-15
  • FL RA
    APPROVED
    Since 2025-12-03

Branch Locations

2309 James L Redman Pkwy, Plant City, FL 33563 • 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 Tampa FL 09/2025 Present
Unemployed Tampa FL 11/2024 09/2025
Bmw Of Tampa Tampa FL 06/2024 11/2024
Courtesy Nissan Tampa FL 05/2024 06/2024
Phi International Clearwater FL 04/2024 05/2024
Usaa Tampa FL 02/2024 04/2024
Unemployed Tampa FL 05/2023 02/2024
Azalea Family Farms Azalea OR 01/2019 05/2023
Trulieve Clearwater FL 04/2021 06/2021
Magic Touch Auto Spa Seffner FL 01/2012 09/2018
General Dynamics Seffner FL 08/2016 10/2016
Amazon Clearwater FL 06/2016 08/2016
Hillsbrough Community College Tampa FL 08/2015 05/2019
Bank Of America, N.A. Tampa FL 12/2025 Present
  • 09/2025 → Present
    Tampa, FL
  • 11/2024 → 09/2025
    Unemployed
    Tampa, FL
  • 06/2024 → 11/2024
    Bmw Of Tampa
    Tampa, FL
  • 05/2024 → 06/2024
    Courtesy Nissan
    Tampa, FL
  • 04/2024 → 05/2024
    Phi International
    Clearwater, FL
  • 02/2024 → 04/2024
    Usaa
    Tampa, FL
  • 05/2023 → 02/2024
    Unemployed
    Tampa, FL
  • 01/2019 → 05/2023
    Azalea Family Farms
    Azalea, OR
  • 04/2021 → 06/2021
    Trulieve
    Clearwater, FL
  • 01/2012 → 09/2018
    Magic Touch Auto Spa
    Seffner, FL
  • 08/2016 → 10/2016
    General Dynamics
    Seffner, FL
  • 06/2016 → 08/2016
    Amazon
    Clearwater, FL
  • 08/2015 → 05/2019
    Hillsbrough Community College
    Tampa, FL
  • 12/2025 → Present
    Bank Of America, N.A.
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-02
  • S66 Uniform Combined State Law Examination
    2025-12-02
Other Names
  • Luis Ortiz

View on SEC IAPD

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