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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-03-04
  • NY RA
    APPROVED
    Since 2026-03-04

Branch Locations

846 Sunrise Hwy, Bay Shore, NY 11706 • United States

One Bryant Park, New York, NY 10036 • 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 Bay Shore NY 12/2025 Present
Bridgehampton Equities Southampton NY 06/2024 08/2025
Forchelli Deegan Terrana Llp Uniondale NY 05/2023 08/2023
State University Of New York Cortland NY 01/2025 05/2025
Lessing's Inc. Oakdale NY 07/2025 08/2025
Skicny Tully NY 02/2023 04/2023
Dive Restaurant & Bar Kismet NY 06/2021 06/2022
Irish Coffee Pub East Islip NY 08/2019 06/2020
Mcdonald's Islip NY 02/2017 08/2019
Career Break/School East Islip NY 06/2020 06/2021
Career Break/School Cortland NY 06/2022 02/2023
Career Break/School Cortland NY 08/2023 06/2024
Career Break/School East Islip NY 08/2025 12/2025
Career Break/School East Islip NY 02/2015 02/2017
Bank Of America, N.A. Bay Shore NY 01/2026 Present
  • 12/2025 → Present
    Bay Shore, NY
  • 06/2024 → 08/2025
    Bridgehampton Equities
    Southampton, NY
  • 05/2023 → 08/2023
    Forchelli Deegan Terrana Llp
    Uniondale, NY
  • 01/2025 → 05/2025
    State University Of New York
    Cortland, NY
  • 07/2025 → 08/2025
    Lessing's Inc.
    Oakdale, NY
  • 02/2023 → 04/2023
    Skicny
    Tully, NY
  • 06/2021 → 06/2022
    Dive Restaurant & Bar
    Kismet, NY
  • 08/2019 → 06/2020
    Irish Coffee Pub
    East Islip, NY
  • 02/2017 → 08/2019
    Mcdonald's
    Islip, NY
  • 06/2020 → 06/2021
    Career Break/School
    East Islip, NY
  • 06/2022 → 02/2023
    Career Break/School
    Cortland, NY
  • 08/2023 → 06/2024
    Career Break/School
    Cortland, NY
  • 08/2025 → 12/2025
    Career Break/School
    East Islip, NY
  • 02/2015 → 02/2017
    Career Break/School
    East Islip, NY
  • 01/2026 → Present
    Bank Of America, N.A.
    Bay Shore, NY
Other Businesses

I*3395266, Entity Type: Entity For Profit, Name of OBA: Z Analytics & Consulting Inc., Address: Southampton, New York, 11968, Investment Related: N, Position, Title, Association: Officer, Employee Start Date: 06/10/2024, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: I have no further responsibilities for this role. The entity is inactive. This entity was created because I have done freelance consulting in the past. It is a sole member S corporation where I am the only member. It is inactive and hasn't taken and will not be taking a contract. My accountant will dissolve this entity when it's time to file taxes. I can provide correspondence with the accountant showing that we plan on dissolving this, if needed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-04
S65 Uniform Investment Adviser Law Examination 2025-09-08
  • S66 Uniform Combined State Law Examination
    2026-03-04
  • S65 Uniform Investment Adviser Law Examination
    2025-09-08

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