Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-05
MT RA APPROVED 2026-05-14
  • TX RA
    APPROVED
    Since 2026-06-05
  • MT RA
    APPROVED
    Since 2026-05-14

Branch Locations

3412 Colton Blvd, Billings, MT 59102 • 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 Billings MT 04/2026 Present
Kampgrounds Of America Inc. Billings MT 05/2022 04/2026
Wells Fargo Billings MT 10/2008 05/2022
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-17
  • S66 Uniform Combined State Law Examination
    2025-12-17

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Billings, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor