Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-03
TX RA APPROVED 2026-04-02
  • FL RA
    APPROVED
    Since 2026-04-03
  • TX RA
    APPROVED
    Since 2026-04-02

Branch Locations

200 S Biscayne Blvd, Miami, FL 33131 • 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
Palmetto High School Miami FL 08/2016 06/2019
Georgetown University Washington DC 06/2019 06/2023
Lee Chandler Enterprises Indianapolis (Remote) IN 01/2020 05/2020
Project Olas Washington DC 05/2021 09/2021
Spazio Home Miami FL 06/2020 08/2020
Ubs Financial Services, Inc Weehawken NJ 08/2023 04/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 04/2026 Present
Bank Of America, N.A. Miami FL 06/2026 Present
  • 08/2016 → 06/2019
    Palmetto High School
    Miami, FL
  • 06/2019 → 06/2023
    Georgetown University
    Washington, DC
  • 01/2020 → 05/2020
    Lee Chandler Enterprises
    Indianapolis (Remote), IN
  • 05/2021 → 09/2021
    Project Olas
    Washington, DC
  • 06/2020 → 08/2020
    Spazio Home
    Miami, FL
  • 08/2023 → 04/2026
    Weehawken, NJ
  • 04/2026 → Present
    Miami, FL
  • 06/2026 → Present
    Bank Of America, N.A.
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-26
  • S66 Uniform Combined State Law Examination
    2023-10-26

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor