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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 2024-01-12
FL RA APPROVED 2023-11-15
  • TX RA
    APPROVED
    Since 2024-01-12
  • FL RA
    APPROVED
    Since 2023-11-15

Branch Locations

401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • 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 Miami FL 07/2023 Present
Magerks Elon NC 09/2022 01/2023
Bank Of America Fort Lauderdale FL 06/2022 08/2022
Inverness Club Toledo OH 06/2015 08/2020
Id Dance Toledo OH 01/2023 04/2023
Elon University Elon NC 08/2019 05/2023
Ottawa Hills Junior/Senior Highschool Toledo OH 08/2013 06/2019
Bank Of America N.A. Miami FL 08/2023 Present
  • 07/2023 → Present
    Miami, FL
  • 09/2022 → 01/2023
    Magerks
    Elon, NC
  • 06/2022 → 08/2022
    Bank Of America
    Fort Lauderdale, FL
  • 06/2015 → 08/2020
    Inverness Club
    Toledo, OH
  • 01/2023 → 04/2023
    Id Dance
    Toledo, OH
  • 08/2019 → 05/2023
    Elon University
    Elon, NC
  • 08/2013 → 06/2019
    Ottawa Hills Junior/Senior Highschool
    Toledo, OH
  • 08/2023 → Present
    Bank Of America N.A.
    Miami, FL
Other Businesses

I*2466323, Entity Type: Entity For Profit, Name of OBA: Fishing Headquarters , Address: Fort Lauderdale , Florida, 33316, Investment Related: N, Position, Title, Association: Employee, Employee State Date: 05/24/2025, No Hours: 4 Weekly, No Hours during Trading: 0 Weekly, Duties: This is a large charter fishing boat that takes multiple trips a day for paying customers who wish to go fishing in fort Lauderdale. Working as a part-time deck hand I will help customers fish. i will help with cleaning fish and the boat. Working on the boat will be sporadic and not very often. I*: 2691264 Entity Type: Charitable Name of OBA: Elon Alumni Network Address: Elon, North Carolina, 27244 Investment Related: No Position, Title, Association: Vice President Employee Start Date: 08/15/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: I will serve as the Vice President of the South Florida Elon Alumni chapter. I will help organize a few events a year and help coordinate everything.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2023-10-20

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