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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 2026-03-03
OK RA APPROVED 2026-01-21
  • TX RA
    APPROVED
    Since 2026-03-03
  • OK RA
    APPROVED
    Since 2026-01-21

Branch Locations

211 N Robinson Ave, Oklahoma City, OK 73102 • 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 Oklahoma City OK 11/2025 Present
Oneok Inc. Tulsa OK 05/2024 08/2024
Oneok Inc. Tulsa OK 05/2025 11/2025
Club Car Wash Edmond OK 05/2023 10/2023
Oak Tree National Edmond OK 04/2021 07/2021
Oklahoma State University Stillwater OK 08/2022 05/2025
Sprouts Farmers Market Edmond OK 06/2022 07/2022
Self Employed Lawn Services Edmond OK 03/2020 07/2022
Touchmark At Coffee Creek Edmond OK 07/2020 10/2020
Oklahoma Christian School Edmond OK 08/2015 05/2022
Unemployed Edmond OK 07/2022 08/2022
Bank Of America, N.A. Oklahoma City OK 01/2026 Present
  • 11/2025 → Present
    Oklahoma City, OK
  • 05/2024 → 08/2024
    Oneok Inc.
    Tulsa, OK
  • 05/2025 → 11/2025
    Oneok Inc.
    Tulsa, OK
  • 05/2023 → 10/2023
    Club Car Wash
    Edmond, OK
  • 04/2021 → 07/2021
    Oak Tree National
    Edmond, OK
  • 08/2022 → 05/2025
    Oklahoma State University
    Stillwater, OK
  • 06/2022 → 07/2022
    Sprouts Farmers Market
    Edmond, OK
  • 03/2020 → 07/2022
    Self Employed Lawn Services
    Edmond, OK
  • 07/2020 → 10/2020
    Touchmark At Coffee Creek
    Edmond, OK
  • 08/2015 → 05/2022
    Oklahoma Christian School
    Edmond, OK
  • 07/2022 → 08/2022
    Unemployed
    Edmond, OK
  • 01/2026 → Present
    Bank Of America, N.A.
    Oklahoma City, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-21
  • S66 Uniform Combined State Law Examination
    2026-01-21
Other Names
  • Carter B Hodson

View on SEC IAPD

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