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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 2026-04-08
FL RA APPROVED 2026-03-04
  • TX RA
    APPROVED
    Since 2026-04-08
  • FL RA
    APPROVED
    Since 2026-03-04

Branch Locations

24550 S Tamiami Trl, Bonita Springs, FL 34134 • United States

10840 Miromar Outlet Dr, Estero, FL 33928 • 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 Bonita Springs FL 10/2021 Present
All Phase Electric Services Of Fl, Inc. Fort Myers FL 06/2020 08/2021
Kava Culture Kava Bar Naples FL 09/2020 12/2020
Barra Rossa Ristorante Philadelphia PA 10/2018 03/2020
Sip-N-Glo Juicery Philadelphia PA 03/2018 07/2018
The Cactus Cantina Philadelphia PA 02/2018 12/2018
H&R Dental Staffing And Employment Philadelphia PA 01/2018 02/2018
Delicious Raw Kitchen And Juice Bar Estero FL 12/2015 12/2017
Florida Gulf Coast University Fort Myers FL 06/2022 12/2024
Florida Gulf Coast University Fort Myers FL 08/2013 12/2017
Unemployed Fort Myers FL 08/2021 10/2021
Unemployed Fort Myers FL 03/2020 06/2020
Wednesday Enterprises Philadelphia PA 10/2018 03/2020
Bank Of America, N.A. Bonita Springs FL 02/2026 Present
  • 10/2021 → Present
    Bonita Springs, FL
  • 06/2020 → 08/2021
    All Phase Electric Services Of Fl, Inc.
    Fort Myers, FL
  • 09/2020 → 12/2020
    Kava Culture Kava Bar
    Naples, FL
  • 10/2018 → 03/2020
    Barra Rossa Ristorante
    Philadelphia, PA
  • 03/2018 → 07/2018
    Sip-N-Glo Juicery
    Philadelphia, PA
  • 02/2018 → 12/2018
    The Cactus Cantina
    Philadelphia, PA
  • 01/2018 → 02/2018
    H&R Dental Staffing And Employment
    Philadelphia, PA
  • 12/2015 → 12/2017
    Delicious Raw Kitchen And Juice Bar
    Estero, FL
  • 06/2022 → 12/2024
    Florida Gulf Coast University
    Fort Myers, FL
  • 08/2013 → 12/2017
    Florida Gulf Coast University
    Fort Myers, FL
  • 08/2021 → 10/2021
    Unemployed
    Fort Myers, FL
  • 03/2020 → 06/2020
    Unemployed
    Fort Myers, FL
  • 10/2018 → 03/2020
    Wednesday Enterprises
    Philadelphia, PA
  • 02/2026 → Present
    Bank Of America, N.A.
    Bonita Springs, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-22
  • S66 Uniform Combined State Law Examination
    2024-08-22
Other Names
  • Halie Annmarie Dickson

View on SEC IAPD

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