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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 2024-11-18
FL RA APPROVED 2024-11-08
  • TX RA
    APPROVED
    Since 2024-11-18
  • FL RA
    APPROVED
    Since 2024-11-08

Branch Locations

300 S Orange Ave, Orlando, FL 32801 • 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
Regal Securities Inc Glenview IL 01/2022 10/2023
Mccoy Federal Credit Union Orlando FL 06/2021 09/2021
Swissport/Spirit Airline Orlando FL 04/2019 06/2021
Warner University Lake Wales FL 08/2017 04/2019
University Of Central Florida Orlando FL 08/2019 12/2022
Secondary Education Orlando FL 01/2013 08/2017
Truist Investment Services, Inc Orlando FL 10/2023 10/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 10/2024 Present
Abercrombie &Amp; Fitch Co. Orlando FL 12/2017 01/2018
Hmshost Corporation Orlando FL 04/2017 07/2017
Hmshost Corporation Orlando FL 04/2018 07/2018
Warner University Lake Wales FL 08/2017 04/2019
Bank Of America, N.A. Orlando FL 11/2024 Present
  • 01/2022 → 10/2023
    Regal Securities Inc
    Glenview, IL
  • 06/2021 → 09/2021
    Mccoy Federal Credit Union
    Orlando, FL
  • 04/2019 → 06/2021
    Swissport/Spirit Airline
    Orlando, FL
  • 08/2017 → 04/2019
    Warner University
    Lake Wales, FL
  • 08/2019 → 12/2022
    University Of Central Florida
    Orlando, FL
  • 01/2013 → 08/2017
    Secondary Education
    Orlando, FL
  • 10/2023 → 10/2024
    Truist Investment Services, Inc
    Orlando, FL
  • 10/2024 → Present
    Orlando, FL
  • 12/2017 → 01/2018
    Abercrombie &Amp; Fitch Co.
    Orlando, FL
  • 04/2017 → 07/2017
    Hmshost Corporation
    Orlando, FL
  • 04/2018 → 07/2018
    Hmshost Corporation
    Orlando, FL
  • 08/2017 → 04/2019
    Warner University
    Lake Wales, FL
  • 11/2024 → Present
    Bank Of America, N.A.
    Orlando, FL
Previous Registrations
Other Businesses

I*: 2535266Entity Type: Rental Property Name of OBA: Rental Property 1Address: Davenport, FL 33837Investment Related: NoPosition, Title, Association: Sole Owner Employee Start Date: 6/10/2025Number of Hours: 168 hrs annuallyNumber of Hours during trading: 0Duties: Sole owner of rental property I*5026271, Entity Type: For profit , Name of OBA: RADIANT ENERGY AND SOLAR COMPANY LLC, Address: Orlando, Florida, 32806, Investment Related: N, Position, Title, Association:Canvassing Representative , Employee Start Date: 07/21/2026, No Hours: 16 Weekly, No Hours during Trading: 0 Weekly, Duties: General education, helping families with energy solutions. I am thinking about engaging in the solar industry as it is one of my personal interest, I want to develop additional income stream to support my long term goals in life. This activity would involve helping individuals with energy solutions. All activities would be completed on my own time during the weekends.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-19
S63 Uniform Securities Agent State Law Examination 2023-05-03
  • S66 Uniform Combined State Law Examination
    2024-04-19
  • S63 Uniform Securities Agent State Law Examination
    2023-05-03

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