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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
TX RA APPROVED_RES 2019-01-17
CT RA APPROVED 2018-11-07
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED_RES
    Since 2019-01-17
  • CT RA
    APPROVED
    Since 2018-11-07

Branch Locations

190 Motor Pkwy, Hauppauge, NY 11788 • 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
Lpl Financial, Llc Port Jefferson NY 12/2015 10/2018
Bank Of America N.A. Smithtown NY 10/2018 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 10/2018 Present
Other Businesses

For profit or not for profit: For Profit Name of outside business organization: Jimenez Property Holdings LLC Investment related: No Address of business: Ronkonkoma, NY 11779 Position, title, association: Owner Start date of relationship: 04/01/2017 Number of hours devoted: 5 Hours Per Month Number of hours devoted during trading hours: 0 During Securities Trading. Duties: Properties provide capital to purchase and renovate properties to be sold or rent. I*4033265 Entity Type: For Profit Name of OBA: CassFit Studio LLC Address: Ronkonkoma, New York, 11779 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 03/14/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: It's my wife's personal trainer business who has me as 20% owner for tax purposes. I do not spend any time during working hours in this business just manage the expenses and income spreadsheets on my free time. 2 hrs in on sunday adding expenses and income to spreadsheet for tax purposes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-05
S63 Uniform Securities Agent State Law Examination 2009-11-18
  • S66 Uniform Combined State Law Examination
    2018-11-05
  • S63 Uniform Securities Agent State Law Examination
    2009-11-18
Other Names
  • Aldo Jimenez
  • Aldo Antonio Jimenez

View on SEC IAPD

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