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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-02
  • CA RA
    APPROVED
    Since 2026-07-02

Branch Locations

3075A Hansen Way, Palo Alto, CA 94304 • 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 Palo Alto CA 04/2026 Present
Rbc Ph&N Vancouver 05/2025 08/2025
Ubc Tennis Centre Vancouver 08/2023 05/2025
University Of British Columbia Larkspur CA 09/2022 08/2023
University Of California Santa Cruz Vancouver 06/2021 06/2022
J Crew Vancouver CA 06/2022 06/2022
Unemployed Vancouver CA 04/2016 05/2021
Unemployed Vancouver CA 07/2022 08/2022
Unemployed Palo Alto CA 09/2025 03/2026
Bank Of America, N.A Palo Alto CA 05/2026 Present
  • 04/2026 → Present
    Palo Alto, CA
  • 05/2025 → 08/2025
    Rbc Ph&N
    Vancouver
  • 08/2023 → 05/2025
    Ubc Tennis Centre
    Vancouver
  • 09/2022 → 08/2023
    University Of British Columbia
    Larkspur, CA
  • 06/2021 → 06/2022
    University Of California Santa Cruz
    Vancouver
  • 06/2022 → 06/2022
    J Crew
    Vancouver, CA
  • 04/2016 → 05/2021
    Unemployed
    Vancouver, CA
  • 07/2022 → 08/2022
    Unemployed
    Vancouver, CA
  • 09/2025 → 03/2026
    Unemployed
    Palo Alto, CA
  • 05/2026 → Present
    Bank Of America, N.A
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
  • S66 Uniform Combined State Law Examination
    2026-07-02

View on SEC IAPD

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