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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 2026-04-27
NJ RA APPROVED 2026-04-09
  • TX RA
    APPROVED
    Since 2026-04-27
  • NJ RA
    APPROVED
    Since 2026-04-09

Branch Locations

100 Somerset Corporate Blvd Adp-Home Office, Bridgewater, NJ 08807 • 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 Bridgewater NJ 12/2025 Present
Integrated Financial Concepts Red Bank NJ 09/2023 01/2024
Monmouth University West Long Branch NJ 09/2019 01/2025
Lakeland Regional Highschool Wanaque NJ 09/2015 05/2019
Ramapo Valley Pool Oakland NJ 06/2020 09/2025
Cupsaw Lake Improvement Association Ringwood NJ 05/2019 09/2019
The Community Church Of Ringwood Nj Ringwood NJ 09/2018 01/2019
Ramapo Valley Pool Oakland NJ 03/2025 07/2025
Bank Of America, N.A. Bridgewater NJ 01/2026 Present
  • 12/2025 → Present
    Bridgewater, NJ
  • 09/2023 → 01/2024
    Integrated Financial Concepts
    Red Bank, NJ
  • 09/2019 → 01/2025
    Monmouth University
    West Long Branch, NJ
  • 09/2015 → 05/2019
    Lakeland Regional Highschool
    Wanaque, NJ
  • 06/2020 → 09/2025
    Ramapo Valley Pool
    Oakland, NJ
  • 05/2019 → 09/2019
    Cupsaw Lake Improvement Association
    Ringwood, NJ
  • 09/2018 → 01/2019
    The Community Church Of Ringwood Nj
    Ringwood, NJ
  • 03/2025 → 07/2025
    Ramapo Valley Pool
    Oakland, NJ
  • 01/2026 → Present
    Bank Of America, N.A.
    Bridgewater, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-08
  • S66 Uniform Combined State Law Examination
    2026-04-08

View on SEC IAPD

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