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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-05-14
TX RA APPROVED 2023-08-31
DC RA APPROVED 2023-08-04
  • VA RA
    APPROVED
    Since 2026-05-14
  • TX RA
    APPROVED
    Since 2023-08-31
  • DC RA
    APPROVED
    Since 2023-08-04

Branch Locations

1800 K St Nw, Washington, DC 20006 • United States

One Bryant Park, New York, NY 10036 • 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 Washington DC 03/2022 Present
Penske Automotive Chantilly VA 01/2020 02/2022
American Service Center Arlington VA 04/2018 01/2020
Auto Rescue Solutions Carrollton TX 03/2018 04/2018
Heritage Contracting Chantilly VA 02/2015 02/2018
Bank Of America N.A. Washington DC 08/2023 Present
  • 03/2022 → Present
    Washington, DC
  • 01/2020 → 02/2022
    Penske Automotive
    Chantilly, VA
  • 04/2018 → 01/2020
    American Service Center
    Arlington, VA
  • 03/2018 → 04/2018
    Auto Rescue Solutions
    Carrollton, TX
  • 02/2015 → 02/2018
    Heritage Contracting
    Chantilly, VA
  • 08/2023 → Present
    Bank Of America N.A.
    Washington, DC
Other Businesses

I*1048253For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Woodbridge, Virginia, 22191Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 10/24/2022Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-24
  • S66 Uniform Combined State Law Examination
    2023-07-24

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