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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
CT RA APPROVED 2024-01-03
  • TX RA
    APPROVED
    Since 2024-01-12
  • CT RA
    APPROVED
    Since 2024-01-03

Branch Locations

45 William St, Wellesley Hills, MA 02481 • 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 Westwood MA 07/2023 Present
Bank Of America Washington DC 06/2022 08/2022
Vector Marketing Corporation Boston MA 05/2021 08/2021
Instacart Boston MA 05/2020 07/2020
Salt Water Events Boston MA 06/2019 08/2019
Blue Hills Ski Area Canton MA 12/2017 03/2019
Temple University Philadelphia PA 08/2019 05/2023
Milton High School Milton MA 08/2016 05/2019
Bank Of America, N.A. Westwood MA 07/2023 Present
  • 07/2023 → Present
    Westwood, MA
  • 06/2022 → 08/2022
    Bank Of America
    Washington, DC
  • 05/2021 → 08/2021
    Vector Marketing Corporation
    Boston, MA
  • 05/2020 → 07/2020
    Instacart
    Boston, MA
  • 06/2019 → 08/2019
    Salt Water Events
    Boston, MA
  • 12/2017 → 03/2019
    Blue Hills Ski Area
    Canton, MA
  • 08/2019 → 05/2023
    Temple University
    Philadelphia, PA
  • 08/2016 → 05/2019
    Milton High School
    Milton, MA
  • 07/2023 → Present
    Bank Of America, N.A.
    Westwood, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-19
  • S66 Uniform Combined State Law Examination
    2023-10-19

View on SEC IAPD

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