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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 2022-09-15
MD RA APPROVED 2022-07-06
  • TX RA
    APPROVED
    Since 2022-09-15
  • MD RA
    APPROVED
    Since 2022-07-06

Branch Locations

11317 Seven Locks Rd, Potomac, MD 20854 • United States

10000 Falls Rd, Potomac, MD 20854 • 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 Columbia MD 07/2019 Present
Macy's Potomac MD 11/2018 08/2019
Best Buy Germantown MD 09/2016 12/2018
University Of Maryland Global Campus Montgomery Village MD 08/2020 12/2021
Bank Of America, N.A. Columbia MD 05/2022 Present
  • 07/2019 → Present
    Columbia, MD
  • 11/2018 → 08/2019
    Macy's
    Potomac, MD
  • 09/2016 → 12/2018
    Best Buy
    Germantown, MD
  • 08/2020 → 12/2021
    University Of Maryland Global Campus
    Montgomery Village, MD
  • 05/2022 → Present
    Bank Of America, N.A.
    Columbia, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-05
  • S66 Uniform Combined State Law Examination
    2022-07-05

View on SEC IAPD

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