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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 2023-06-06
  • TX RA
    APPROVED
    Since 2023-06-06

Branch Locations

601 State St, Southlake, TX 76092 • 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 Southlake TX 07/2022 Present
Verus Commercial Denton TX 05/2021 07/2021
Southern Methodist University Dallas TX 07/2020 12/2022
Cavender's Dallas TX 10/2020 01/2021
Clemson University Clemson SC 07/2019 07/2020
Argyle High School Argyle TX 07/2012 07/2019
Bank Of America, N.A. Southlake TX 03/2023 Present
  • 07/2022 → Present
    Southlake, TX
  • 05/2021 → 07/2021
    Verus Commercial
    Denton, TX
  • 07/2020 → 12/2022
    Southern Methodist University
    Dallas, TX
  • 10/2020 → 01/2021
    Cavender's
    Dallas, TX
  • 07/2019 → 07/2020
    Clemson University
    Clemson, SC
  • 07/2012 → 07/2019
    Argyle High School
    Argyle, TX
  • 03/2023 → Present
    Bank Of America, N.A.
    Southlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-03
  • S66 Uniform Combined State Law Examination
    2023-06-03

View on SEC IAPD

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