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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-30
TX RA APPROVED 2024-01-16
PA RA APPROVED 2023-10-21
  • CA RA
    APPROVED
    Since 2024-08-30
  • TX RA
    APPROVED
    Since 2024-01-16
  • PA RA
    APPROVED
    Since 2023-10-21

Branch Locations

23655 N Scottsdale Rd, Scottsdale, AZ 85255 • 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 Kennett Square PA 07/2023 Present
Lasalle College High School Wyndmoor PA 08/2015 05/2019
Alber Haff Parking Service Inc. Glenside PA 10/2018 06/2019
Wojcick Landscaping Inc. Sellersville PA 05/2020 08/2020
Penn Beer Sales & Service Hatfield PA 05/2021 08/2021
Bank Of America & Merrill Lynch Philadelphia PA 06/2022 08/2022
Penn State Unviersity University Park PA 08/2019 05/2020
Penn State University University Park PA 08/2020 05/2021
Penn State University University Park PA 08/2021 05/2022
Penn State University University Park PA 08/2022 05/2023
Firstrust Bank Conshohocken PA 06/2018 08/2018
Bank Of America, N.A. Kennett Square PA 09/2023 Present
  • 07/2023 → Present
    Kennett Square, PA
  • 08/2015 → 05/2019
    Lasalle College High School
    Wyndmoor, PA
  • 10/2018 → 06/2019
    Alber Haff Parking Service Inc.
    Glenside, PA
  • 05/2020 → 08/2020
    Wojcick Landscaping Inc.
    Sellersville, PA
  • 05/2021 → 08/2021
    Penn Beer Sales & Service
    Hatfield, PA
  • 06/2022 → 08/2022
    Bank Of America & Merrill Lynch
    Philadelphia, PA
  • 08/2019 → 05/2020
    Penn State Unviersity
    University Park, PA
  • 08/2020 → 05/2021
    Penn State University
    University Park, PA
  • 08/2021 → 05/2022
    Penn State University
    University Park, PA
  • 08/2022 → 05/2023
    Penn State University
    University Park, PA
  • 06/2018 → 08/2018
    Firstrust Bank
    Conshohocken, PA
  • 09/2023 → Present
    Bank Of America, N.A.
    Kennett Square, PA
Other Businesses

.I*2483270, Entity Type: Entity Charitable, Name of OBA: Penn State Alumni Association- Phoenix Chapter, Address: Phoenix, Arizona, 85001, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/09/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Non-profit organization that brings together Penn State Alumni all over the Valley of the Sun for networking opportunities, helping out the community, fun events, happy hours, and charitable events. The expected responsibilities would be to come onto the Board as an young alumni to be a resource for other alumni and friends who want to learn more about getting involved with the chapter.

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

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