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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 2026-05-22
  • CA RA
    APPROVED
    Since 2026-05-22

Branch Locations

2049 Century Park E, Los Angeles, CA 90067 • United States

101 S Rodeo Dr, Beverly Hills, CA 90212 • 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 Beverly Hills, CA 07/2023 Present
Goldman Sachs New York City NY 06/2022 08/2022
Student - Indiana University Bloomington IN 08/2019 05/2023
Oxford Financial Group, Ltd. Carmel IN 05/2021 07/2021
Student - Hamilton Southeastern High School Fishers IN 01/2016 05/2019
  • 07/2023 → Present
    Beverly Hills,, CA
  • 06/2022 → 08/2022
    Goldman Sachs
    New York City, NY
  • 08/2019 → 05/2023
    Student - Indiana University
    Bloomington, IN
  • 05/2021 → 07/2021
    Oxford Financial Group, Ltd.
    Carmel, IN
  • 01/2016 → 05/2019
    Student - Hamilton Southeastern High School
    Fishers, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
  • S66 Uniform Combined State Law Examination
    2026-05-22

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