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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 2026-06-16
GA RA APPROVED 2026-04-28
  • TX RA
    APPROVED
    Since 2026-06-16
  • GA RA
    APPROVED
    Since 2026-04-28

Branch Locations

2597 George Busbee Pkwy Nw, Kennesaw, GA 30144 • 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 Marietta GA 02/2026 Present
Del Taco Kennesaw GA 06/2020 02/2022
Taco Bell Cartersville GA 09/2019 06/2020
Panda Express Kennesaw GA 01/2015 05/2019
Bank Of America Kennesaw GA 02/2022 02/2026
Unemployed Acworth GA 05/2019 09/2019
Chattahoochee Tech Marietta GA 06/2014 08/2017
Bank Of America, N.A. Marietta GA 03/2026 Present
  • 02/2026 → Present
    Marietta, GA
  • 06/2020 → 02/2022
    Del Taco
    Kennesaw, GA
  • 09/2019 → 06/2020
    Taco Bell
    Cartersville, GA
  • 01/2015 → 05/2019
    Panda Express
    Kennesaw, GA
  • 02/2022 → 02/2026
    Bank Of America
    Kennesaw, GA
  • 05/2019 → 09/2019
    Unemployed
    Acworth, GA
  • 06/2014 → 08/2017
    Chattahoochee Tech
    Marietta, GA
  • 03/2026 → Present
    Bank Of America, N.A.
    Marietta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-27
  • S66 Uniform Combined State Law Examination
    2026-04-27

View on SEC IAPD

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