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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 2023-01-31
FL RA APPROVED 2023-01-30
  • TX RA
    APPROVED
    Since 2023-01-31
  • FL RA
    APPROVED
    Since 2023-01-30

Branch Locations

2135 Us Hwy 1 S, Saint Augustine, FL 32086 • 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 Palm Coast FL 07/2022 Present
Scotlynn Usa Division Fort Myers FL 02/2020 07/2022
Marlins Brewhouse Fort Myers FL 08/2019 01/2020
Allegiant Business Solutions Fort Myers FL 04/2019 08/2019
Florida Gulf Coast University Fort Myers FL 08/2015 04/2019
Michael Khors Fort Myers FL 05/2017 09/2017
Bank Of America, N.A. Palm Coast FL 07/2024 Present
  • 07/2022 → Present
    Palm Coast, FL
  • 02/2020 → 07/2022
    Scotlynn Usa Division
    Fort Myers, FL
  • 08/2019 → 01/2020
    Marlins Brewhouse
    Fort Myers, FL
  • 04/2019 → 08/2019
    Allegiant Business Solutions
    Fort Myers, FL
  • 08/2015 → 04/2019
    Florida Gulf Coast University
    Fort Myers, FL
  • 05/2017 → 09/2017
    Michael Khors
    Fort Myers, FL
  • 07/2024 → Present
    Bank Of America, N.A.
    Palm Coast, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-18
  • S66 Uniform Combined State Law Examination
    2023-01-18

View on SEC IAPD

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