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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 2026-05-18
IL RA APPROVED 2026-05-07
  • TX RA
    APPROVED
    Since 2026-05-18
  • IL RA
    APPROVED
    Since 2026-05-07

Branch Locations

1000 S York Rd, Elmhurst, IL 60126 • 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
First Command Brokerage Services Inc. Fort Worth TX 11/2025 01/2026
Espinas Travel Agency Tehran 02/2014 08/2018
Unemployed Nante 08/2018 08/2019
Mcdonald Quebec City 08/2019 02/2022
Desjardins Quebec City 02/2022 08/2023
Canadian Imperial Bank Of Commerce Montreal 09/2023 08/2025
Unemployed Atlanta GA 09/2025 11/2025
First Command Brokerage Services, Inc. Fort Worth TX 01/2026 04/2026
First Command Advisory Services, Inc. Fort Worth TX 01/2026 04/2026
First Command Insurance Services, Inc. Fort Worth TX 01/2026 04/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Elmhurst IL 04/2026 Present
Bank Of America, N.A. Elmhurst IL 05/2026 Present
  • 11/2025 → 01/2026
    First Command Brokerage Services Inc.
    Fort Worth, TX
  • 02/2014 → 08/2018
    Espinas Travel Agency
    Tehran
  • 08/2018 → 08/2019
    Unemployed
    Nante
  • 08/2019 → 02/2022
    Mcdonald
    Quebec City
  • 02/2022 → 08/2023
    Desjardins
    Quebec City
  • 09/2023 → 08/2025
    Canadian Imperial Bank Of Commerce
    Montreal
  • 09/2025 → 11/2025
    Unemployed
    Atlanta, GA
  • 01/2026 → 04/2026
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 01/2026 → 04/2026
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2026 → 04/2026
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 04/2026 → Present
    Elmhurst, IL
  • 05/2026 → Present
    Bank Of America, N.A.
    Elmhurst, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-15
  • S66 Uniform Combined State Law Examination
    2025-11-15

View on SEC IAPD

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