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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 2026-04-09
TN RA APPROVED 2026-03-10
  • TX RA
    APPROVED
    Since 2026-04-09
  • TN RA
    APPROVED
    Since 2026-03-10

Branch Locations

589 S Lowry St, Smyrna , TN 37167 • 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 Gallatin TN 05/2020 Present
Advance Financial Nashville TN 11/2019 05/2020
Thomas And Company Nashville TN 05/2018 10/2019
Papa Johns Gallatin TN 02/2015 05/2018
Vol State Community College Gallatin TN 08/2015 05/2018
Bank Of America, N.A. Gallatin TN 01/2026 Present
  • 05/2020 → Present
    Gallatin, TN
  • 11/2019 → 05/2020
    Advance Financial
    Nashville, TN
  • 05/2018 → 10/2019
    Thomas And Company
    Nashville, TN
  • 02/2015 → 05/2018
    Papa Johns
    Gallatin, TN
  • 08/2015 → 05/2018
    Vol State Community College
    Gallatin, TN
  • 01/2026 → Present
    Bank Of America, N.A.
    Gallatin, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-06
  • S66 Uniform Combined State Law Examination
    2026-03-06

View on SEC IAPD

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