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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 2026-01-06
SC RA APPROVED 2025-12-19
  • TX RA
    APPROVED
    Since 2026-01-06
  • SC RA
    APPROVED
    Since 2025-12-19

Branch Locations

355 S Main St Adp- Home Office, Greenville, SC 29601 • United States

401 N Tryon St Ci Client Management, Charlotte, NC 28255 • 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 Greenville SC 09/2025 Present
Cool Pros Heating And Air Lexington SC 07/2025 09/2025
Clients Excel Spartanburg SC 05/2025 07/2025
Clemson University Clemson SC 08/2024 05/2025
H R Allen Aiken SC 05/2024 08/2024
Clemson University Clemson SC 08/2023 05/2024
Cool Pros Heating And Air Lexington SC 05/2023 08/2023
Clemson University Clemson SC 08/2022 05/2023
Cool Pros Heating And Air Lexington SC 05/2022 08/2022
Gilbert High School Gilbert SC 08/2018 05/2022
Gilbert Middle School Gilbert SC 05/2015 08/2018
Bank Of America, N.A. Greenville SC 12/2025 Present
  • 09/2025 → Present
    Greenville, SC
  • 07/2025 → 09/2025
    Cool Pros Heating And Air
    Lexington, SC
  • 05/2025 → 07/2025
    Clients Excel
    Spartanburg, SC
  • 08/2024 → 05/2025
    Clemson University
    Clemson, SC
  • 05/2024 → 08/2024
    H R Allen
    Aiken, SC
  • 08/2023 → 05/2024
    Clemson University
    Clemson, SC
  • 05/2023 → 08/2023
    Cool Pros Heating And Air
    Lexington, SC
  • 08/2022 → 05/2023
    Clemson University
    Clemson, SC
  • 05/2022 → 08/2022
    Cool Pros Heating And Air
    Lexington, SC
  • 08/2018 → 05/2022
    Gilbert High School
    Gilbert, SC
  • 05/2015 → 08/2018
    Gilbert Middle School
    Gilbert, SC
  • 12/2025 → Present
    Bank Of America, N.A.
    Greenville, SC
Other Businesses

I*3833279 Entity Type: Entity For Profit Name of OBA: Depop Address: Greenville, South Carolina, 29615 Investment Related: No Position, Title, Association: Other Employee Start Date: 03/05/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: To resell used and new clothes online. get on the app and post clothes I own.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-19
  • S66 Uniform Combined State Law Examination
    2025-12-19

View on SEC IAPD

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