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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 2022-04-13
FL RA APPROVED 2022-03-23
  • TX RA
    APPROVED
    Since 2022-04-13
  • FL RA
    APPROVED
    Since 2022-03-23

Branch Locations

1819 Main St, Sarasota, FL 34236 • 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 Englewood FL 04/2019 Present
Bank Of America N.A. Englewood FL 04/2019 Present
Hillsborough Community College Tampa FL 08/2020 05/2021
Angels Senior Living Sarasota FL 03/2021 03/2021
State College Of Florida Sarasota FL 08/2014 05/2020
Best Buy Sarasota FL 09/2015 04/2019
  • 04/2019 → Present
    Englewood, FL
  • 04/2019 → Present
    Bank Of America N.A.
    Englewood, FL
  • 08/2020 → 05/2021
    Hillsborough Community College
    Tampa, FL
  • 03/2021 → 03/2021
    Angels Senior Living
    Sarasota, FL
  • 08/2014 → 05/2020
    State College Of Florida
    Sarasota, FL
  • 09/2015 → 04/2019
    Best Buy
    Sarasota, FL
Other Businesses

I*: 2056322 Entity Type: CharitableName of OBA: EDUCATION FOUNDATION OF SARASOTA COUNTY, INC.Address: Sarasota, FL 34231Investment Related: NoPosition, Title, Association: Committee member ,Board MemberEmployee Start Date: 11/11/2024Number of Hours: 2 hrs mthlyNumber of Hours during trading: 0Duties: They are exclusively dedicated to supporting students and teachers in Sarasota County Schools. They have multiple programs such as mentoring program for students as well as workshops for local teachers. Expected responsibilities for internal affairs committee would be to ensure the foundation has an independent audit of its financial statements annually, recommends the independent auditors for full board approval, receives the audit report and any other reports relating to the audit, and reports the auditors findings and recommendations to the board. I*5489273 Entity Type: Name of OBA: The Greater Sarasota Chamber of Commerce, Address: Sarasota, FL, 34236, Investment Related: N, Position, Title, Association: Board Member, Employee Start Date: 11/01/2026, No Hours: 6 Yearly, No Hours during Trading: 6 Yearly, Duties: To drive innovation, foster community growth, and champion their mission and Purpose from website: The Greater Sarasota Chamber of Commerce works to cultivate Sarasota's prosperity and quality of life through our member businesses. The voice of business – creating bold opportunities and solutions for our community. he is in a air bnb

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-21
  • S66 Uniform Combined State Law Examination
    2022-03-21

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