Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-28
TX RA APPROVED 2023-03-14
  • FL RA
    APPROVED
    Since 2024-02-28
  • TX RA
    APPROVED
    Since 2023-03-14

Branch Locations

19495 Biscayne Blvd, Aventura, FL 33180 • 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 Boston MA 07/2022 Present
Unemployed Boston MA 06/2022 07/2022
Bentley University Waltham MA 01/2021 05/2022
Unemployed Aventura FL 09/2020 01/2021
Evolution Wealth Advisors Aventura FL 06/2020 09/2020
Unemployed Aventura FL 05/2020 06/2020
Yeshiva University New York NY 08/2016 05/2020
Evolution Wealth Advisors Aventura FL 07/2018 09/2018
Bank Of America N.A. Boston MA 10/2022 Present
  • 07/2022 → Present
    Boston, MA
  • 06/2022 → 07/2022
    Unemployed
    Boston, MA
  • 01/2021 → 05/2022
    Bentley University
    Waltham, MA
  • 09/2020 → 01/2021
    Unemployed
    Aventura, FL
  • 06/2020 → 09/2020
    Evolution Wealth Advisors
    Aventura, FL
  • 05/2020 → 06/2020
    Unemployed
    Aventura, FL
  • 08/2016 → 05/2020
    Yeshiva University
    New York, NY
  • 07/2018 → 09/2018
    Evolution Wealth Advisors
    Aventura, FL
  • 10/2022 → Present
    Bank Of America N.A.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-04
  • S66 Uniform Combined State Law Examination
    2023-01-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Aventura, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor