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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 2022-08-26
NE RA APPROVED 2022-07-01
CO RA APPROVED 2022-05-19
  • TX RA
    APPROVED
    Since 2022-08-26
  • NE RA
    APPROVED
    Since 2022-07-01
  • CO RA
    APPROVED
    Since 2022-05-19

Branch Locations

13321 California St, Omaha, NE 68154 • 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 Omaha NE 12/2021 Present
Advanced Healthcare Of Overland Park Overland Park KS 09/2014 08/2021
Unemployed Bennington NE 09/2021 11/2021
University Of St Mary Leavenworth KS 08/2018 01/2020
Ahc Home Health Of Kansas City Overland Park KS 12/2016 06/2017
Bank Of America, N.A. Omaha NV 12/2021 Present
  • 12/2021 → Present
    Omaha, NE
  • 09/2014 → 08/2021
    Advanced Healthcare Of Overland Park
    Overland Park, KS
  • 09/2021 → 11/2021
    Unemployed
    Bennington, NE
  • 08/2018 → 01/2020
    University Of St Mary
    Leavenworth, KS
  • 12/2016 → 06/2017
    Ahc Home Health Of Kansas City
    Overland Park, KS
  • 12/2021 → Present
    Bank Of America, N.A.
    Omaha, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-18
  • S66 Uniform Combined State Law Examination
    2022-05-18

View on SEC IAPD

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