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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 2026-02-13
NY RA APPROVED 2025-09-20
  • TX RA
    APPROVED
    Since 2026-02-13
  • NY RA
    APPROVED
    Since 2025-09-20

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

2649 South Rd, Poughkeepsie, NY 12601 • 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 Poughkeepsie NY 06/2024 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 06/2022 08/2022
Nostrano Vineyards Milton NY 05/2021 08/2024
Weed Orchards And Winery Marlboro NY 05/2018 08/2020
University At Buffalo Buffalo NY 08/2021 05/2025
Marlboro Youth Baseball Marlboro NY 04/2018 09/2019
Unemployed Milton NY 07/2015 03/2018
Tee Bar Corporation Highland NY 01/2022 01/2022
Rocking Horse Ranch Operating Co Highland NY 01/2022 01/2022
Italian Village Restaurant Depew NY 03/2023 08/2023
Unemployed Milton NY 09/2020 04/2021
Bank Of America, N.A. Poughkeepsie NY 08/2025 Present
  • 06/2024 → Present
    Poughkeepsie, NY
  • 06/2022 → 08/2022
    Poughkeepsie, NY
  • 05/2021 → 08/2024
    Nostrano Vineyards
    Milton, NY
  • 05/2018 → 08/2020
    Weed Orchards And Winery
    Marlboro, NY
  • 08/2021 → 05/2025
    University At Buffalo
    Buffalo, NY
  • 04/2018 → 09/2019
    Marlboro Youth Baseball
    Marlboro, NY
  • 07/2015 → 03/2018
    Unemployed
    Milton, NY
  • 01/2022 → 01/2022
    Tee Bar Corporation
    Highland, NY
  • 01/2022 → 01/2022
    Rocking Horse Ranch Operating Co
    Highland, NY
  • 03/2023 → 08/2023
    Italian Village Restaurant
    Depew, NY
  • 09/2020 → 04/2021
    Unemployed
    Milton, NY
  • 08/2025 → Present
    Bank Of America, N.A.
    Poughkeepsie, NY
Other Businesses

I*2641273, Entity Type Not for profit, Name of OBA: Cystic Fibrosis Foundation Address: MelvilleNew York11747 Investment Related: NoPosition, Title, Association: Member Employee Start Date:07/28/2025 No Hours: 3 monthly No Hours during trading: 0 Duties: Attend educational and networking events. Occasionally volunteer at CF events, The purpose of the Tomorrow's Leaders Program through the Cystic Fibrosis Foundation is to raise awareness and help improve the lives of those living with Cystic Fibrosis. They are a group of young professionals growing their network while supporting a great cause. I*3313289, Entity Type Not for profit, Name of OBA: United Way Emerging Leaders Address: PoughkeepsieNew York12601 Investment Related: No Position, Title, Association:Volunteer, Member, Member Employee Start Date: 12/11/2025No Hours: 2 monthly No Hours during trading:0 Duties:Volunteering my time to help give back to the community, Network with young professionals and give back to the community

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19
Other Names
  • Matthew J Bishop

View on SEC IAPD

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