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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_RES 2024-04-30
CT RA APPROVED 2020-09-02
  • TX RA
    APPROVED_RES
    Since 2024-04-30
  • CT RA
    APPROVED
    Since 2020-09-02

Branch Locations

45 William St, Wellesley Hills, MA 02481 • 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
Bue Hills Bank Norwood MA 04/2012 03/2019
Clark University Worcester MA 08/2019 05/2020
Unemployed Worcester MA 04/2019 07/2019
Merrill Lynch, Pierce, Fenner & Smith Wellesley Hills MA 05/2020 Present
Bank Of America N.A. Wellesley Hills MA 09/2020 Present
  • 04/2012 → 03/2019
    Bue Hills Bank
    Norwood, MA
  • 08/2019 → 05/2020
    Clark University
    Worcester, MA
  • 04/2019 → 07/2019
    Unemployed
    Worcester, MA
  • 05/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith
    Wellesley Hills, MA
  • 09/2020 → Present
    Bank Of America N.A.
    Wellesley Hills, MA
Other Businesses

I*412609For profit or not for profit: Entity For ProfitName of outside business organization: GT Equity Partner, LLCInvestment related: NAddress of business: Worcester, Massachusetts, 01609Nature of business: ["Limited Liability Company"]Position, title, association: ["Other"], Start date of relationship: 11/1/2014Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Owner, Multi-Family rental property. Tasks are to pay bills of landscapers and snow cleaning company.2) Bull Mansion Equity, LLC, and Bull Mansion, LLC (Founded in 2015-16, 40% owner - founder, restaurant business, assets were sold in Jan 2020, no activity in those companies anymore, not an investment related business, no hourly commitment anymore). I*3121285 Entity Type: Entity Charitable Name of OBA: Downtown Worcester BID Address: Worester, Massachusetts, 1608 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/02/2026 Number of Hours: 8, Yearly Number of Hours during trading: 0, Yearly Duties: Downtown Worcester BID seeks to establish a vibrant, welcoming, and economically and culturally viable Downtown Worcester for all stakeholders. Through collaboration with local businesses and organizations. Board Member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-01
  • S66 Uniform Combined State Law Examination
    2020-09-01
Other Names
  • Adi Tibrewal

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