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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
DC RA APPROVED 2024-01-02
MD RA APPROVED 2023-10-26
  • TX RA
    APPROVED
    Since 2024-01-12
  • DC RA
    APPROVED
    Since 2024-01-02
  • MD RA
    APPROVED
    Since 2023-10-26

Branch Locations

1800 K St Nw, Washington, DC 20006 • 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 Bethesda MD 07/2023 Present
Full Time Education Harrisonburg VA 08/2018 12/2022
Unemployed Falls Church VA 01/2023 07/2023
Full Time Education Falls Church VA 08/2014 07/2018
Bank Of America, N.A. Bethesda MD 08/2023 Present
  • 07/2023 → Present
    Bethesda, MD
  • 08/2018 → 12/2022
    Full Time Education
    Harrisonburg, VA
  • 01/2023 → 07/2023
    Unemployed
    Falls Church, VA
  • 08/2014 → 07/2018
    Full Time Education
    Falls Church, VA
  • 08/2023 → Present
    Bank Of America, N.A.
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-25
  • S66 Uniform Combined State Law Examination
    2023-10-25

View on SEC IAPD

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