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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 2022-09-08
TX RA APPROVED 2022-08-29
  • FL RA
    APPROVED
    Since 2022-09-08
  • TX RA
    APPROVED
    Since 2022-08-29

Branch Locations

9000 Southside Blvd Ci Relationship 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 05/2022 Present
Star Market Marshfield MA 02/2016 05/2017
Unemployed Marshfield MA 05/2017 05/2021
Edwards Corp. Marshfield MA 05/2021 08/2021
Suffolk District Attorneys Office Boston MA 05/2021 08/2021
Unemployed Braintree MA 08/2021 05/2022
  • 05/2022 → Present
    Jacksonville, FL
  • 02/2016 → 05/2017
    Star Market
    Marshfield, MA
  • 05/2017 → 05/2021
    Unemployed
    Marshfield, MA
  • 05/2021 → 08/2021
    Edwards Corp.
    Marshfield, MA
  • 05/2021 → 08/2021
    Suffolk District Attorneys Office
    Boston, MA
  • 08/2021 → 05/2022
    Unemployed
    Braintree, MA
Other Businesses

I*2238268, Entity Type: , Name of OBA: S D, Address: Naples , Florida, 34112, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 18-Mar-2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-25
  • S66 Uniform Combined State Law Examination
    2022-08-25

View on SEC IAPD

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