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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-09-16
TX RA APPROVED 2022-09-15
  • FL RA
    APPROVED
    Since 2022-09-16
  • TX RA
    APPROVED
    Since 2022-09-15

Branch Locations

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 Jacksonville FL 08/2021 Present
Smart Building Technologies Bethesda MD 02/2019 02/2021
Shippensburg University Shippensburg PA 02/2018 12/2018
Unemployed East Greenville PA 02/2021 08/2021
Unemployed Shippensburg PA 10/2017 02/2018
Domino's Shippensburg PA 06/2016 10/2017
Shippensburg University Shippensburg PA 08/2013 12/2018
Bank Of America, N.A. Jacksonville FL 02/2023 Present
  • 08/2021 → Present
    Jacksonville, FL
  • 02/2019 → 02/2021
    Smart Building Technologies
    Bethesda, MD
  • 02/2018 → 12/2018
    Shippensburg University
    Shippensburg, PA
  • 02/2021 → 08/2021
    Unemployed
    East Greenville, PA
  • 10/2017 → 02/2018
    Unemployed
    Shippensburg, PA
  • 06/2016 → 10/2017
    Domino's
    Shippensburg, PA
  • 08/2013 → 12/2018
    Shippensburg University
    Shippensburg, PA
  • 02/2023 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2022-09-02

View on SEC IAPD

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