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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-05
TX RA APPROVED 2026-02-03
NJ RA APPROVED 2026-01-26
  • PA RA
    APPROVED
    Since 2026-02-05
  • TX RA
    APPROVED
    Since 2026-02-03
  • NJ RA
    APPROVED
    Since 2026-01-26

Branch Locations

243 Route 130, Bordentown, NJ 08505 • United States

64 Princeton Highstown Rd, Princeton Junction, NJ 08550 • 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 Lawrenceville NJ 10/2025 Present
Life Time Fort Washington PA 04/2019 04/2025
Temple University Philadelphia PA 08/2015 12/2018
Unemployed Limerick PA 12/2018 04/2019
Unemployed Perkasie PA 04/2025 10/2025
Bank Of America, N.A. Lawrenceville NJ 12/2025 Present
  • 10/2025 → Present
    Lawrenceville, NJ
  • 04/2019 → 04/2025
    Life Time
    Fort Washington, PA
  • 08/2015 → 12/2018
    Temple University
    Philadelphia, PA
  • 12/2018 → 04/2019
    Unemployed
    Limerick, PA
  • 04/2025 → 10/2025
    Unemployed
    Perkasie, PA
  • 12/2025 → Present
    Bank Of America, N.A.
    Lawrenceville, NJ
Other Businesses

I*3126271 Entity Type: Entity For Profit Name of OBA: Samuel Maxey Address: Dublin, Pennsylvania, 18917 Investment Related: No Position, Title, Association: Owner Employee Start Date: 03/01/2015 Number of Hours: 2, Monthly Number of Hours during trading: 0, Monthly Duties: I provide workout training plans to friends and family. Once a week or every other week I sit down for an hour or so during the weekend and write out a couple training plans for a friend or a family member.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-23
  • S66 Uniform Combined State Law Examination
    2026-01-23
Other Names
  • Samuel Maxey

View on SEC IAPD

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