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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 2025-07-23
NJ RA APPROVED 2025-07-15
  • TX RA
    APPROVED
    Since 2025-07-23
  • NJ RA
    APPROVED
    Since 2025-07-15

Branch Locations

2232 Bridge Ave, Point Pleasant Boro, NJ 08742 • United States

522 Main St, Bradley Beach, NJ 07720 • 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 Shrewsbury NJ 12/2019 Present
Monmouth Medical Center Long Branch NJ 01/2018 09/2019
Davines New York NY 06/2016 06/2017
Unemployment Belmar NJ 07/2017 12/2017
Bank Of America, N.A Shrewsbury NJ 03/2025 Present
  • 12/2019 → Present
    Shrewsbury, NJ
  • 01/2018 → 09/2019
    Monmouth Medical Center
    Long Branch, NJ
  • 06/2016 → 06/2017
    Davines
    New York, NY
  • 07/2017 → 12/2017
    Unemployment
    Belmar, NJ
  • 03/2025 → Present
    Bank Of America, N.A
    Shrewsbury, NJ
Other Businesses

I*641238, Entity Type Entity For Profit, Name of OBA: On a Lark Address: Asbury Park New Jersey07712 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/01/2022 No Hours: 2 weekly No Hours during trading: 0 Duties: Owner online retail store

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-14
  • S66 Uniform Combined State Law Examination
    2025-07-14

View on SEC IAPD

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