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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 2026-06-02
  • TX RA
    APPROVED
    Since 2026-06-02

Branch Locations

3100 E Southlake Blvd, Southlake, TX 76092 • 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 Plano TX 09/2024 Present
Apple Rockwall TX 10/2021 08/2024
Best Buy Deer Park IL 09/2019 08/2021
Lake Barrington Woods Lake Barrington IL 09/2018 08/2019
Collin College Cary IL 08/2021 05/2022
University Of Texas At Dallas Richardson TX 08/2022 05/2024
Harper College Fox River Grove IL 08/2020 05/2021
Unemployed Lake Barrington IL 05/2016 08/2018
Bank Of America, N.A. Plano TX 06/2026 Present
  • 09/2024 → Present
    Plano, TX
  • 10/2021 → 08/2024
    Apple
    Rockwall, TX
  • 09/2019 → 08/2021
    Best Buy
    Deer Park, IL
  • 09/2018 → 08/2019
    Lake Barrington Woods
    Lake Barrington, IL
  • 08/2021 → 05/2022
    Collin College
    Cary, IL
  • 08/2022 → 05/2024
    University Of Texas At Dallas
    Richardson, TX
  • 08/2020 → 05/2021
    Harper College
    Fox River Grove, IL
  • 05/2016 → 08/2018
    Unemployed
    Lake Barrington, IL
  • 06/2026 → Present
    Bank Of America, N.A.
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-16
  • S66 Uniform Combined State Law Examination
    2026-04-16

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