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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 2022-07-26
MI RA APPROVED 2022-06-14
  • TX RA
    APPROVED
    Since 2022-07-26
  • MI RA
    APPROVED
    Since 2022-06-14

Branch Locations

250 Monroe Ave Nw, Grand Rapids, MI 49503 • United States

380 W Western Ave, Muskegon, MI 49440 • 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 Wyoming MI 02/2022 Present
Bank Of America, N.A. Wyoming MI 02/2022 Present
Verdier Eye Center Grand Rapids MI 02/2020 02/2022
Helix Scribe Solutions Grand Rapids MI 06/2018 02/2020
Aquinas College Grand Rapids MI 01/2019 05/2019
Aquinas College Grand Rapids MI 09/2016 05/2019
Aquinas College Grand Rapids MI 01/2017 05/2018
Aquinas College Grand Rapids MI 01/2016 09/2016
  • 02/2022 → Present
    Wyoming, MI
  • 02/2022 → Present
    Bank Of America, N.A.
    Wyoming, MI
  • 02/2020 → 02/2022
    Verdier Eye Center
    Grand Rapids, MI
  • 06/2018 → 02/2020
    Helix Scribe Solutions
    Grand Rapids, MI
  • 01/2019 → 05/2019
    Aquinas College
    Grand Rapids, MI
  • 09/2016 → 05/2019
    Aquinas College
    Grand Rapids, MI
  • 01/2017 → 05/2018
    Aquinas College
    Grand Rapids, MI
  • 01/2016 → 09/2016
    Aquinas College
    Grand Rapids, MI
Other Businesses

I*3404287 Entity Type: Entity Charitable Name of OBA: Muskegon Rotary Club Address: Muskegon, Michigan, 49443 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 1, Weekly Number of Hours during trading: 1, Weekly Duties: Muskegon Rotary is a service-oriented organization whose purpose is to bring together business and community leaders and make a positive impact locally, primarily through community service, fostering fellowships, supporting education and youth, and contributing to global humanitarian efforts. Serve on the board of directors for the upcoming term starting July, 1st 2026 (for 3 years). Responsibilities include: meeting once a month with the rest of the board/officers to set direction and priorities for the club, ensure club's activities align with Rotary International's mission and values, approve policies, budgets and plans alongside other directors, support and mentor club members, identify opportunities to address community needs, community engagement and service.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-10
  • S66 Uniform Combined State Law Examination
    2022-06-10
Other Names
  • Martha Pierina Mata Carupe

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