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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 2026-02-09
MI RA APPROVED 2025-12-22
  • TX RA
    APPROVED
    Since 2026-02-09
  • MI RA
    APPROVED
    Since 2025-12-22

Branch Locations

300 Frandor Ave, Lansing, MI 48912 • 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 Grand Rapids MI 09/2025 Present
Full-Time Education North Muskegon MI 06/2015 04/2020
Full-Time Education Ann-Arbor MI 05/2020 08/2024
Full-Time Education Cheney WA 08/2024 08/2025
Bank Of America, N.A. Grand Rapids MI 10/2025 Present
  • 09/2025 → Present
    Grand Rapids, MI
  • 06/2015 → 04/2020
    Full-Time Education
    North Muskegon, MI
  • 05/2020 → 08/2024
    Full-Time Education
    Ann-Arbor, MI
  • 08/2024 → 08/2025
    Full-Time Education
    Cheney, WA
  • 10/2025 → Present
    Bank Of America, N.A.
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-20
  • S66 Uniform Combined State Law Examination
    2025-12-20

View on SEC IAPD

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