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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 2023-03-14
IN RA APPROVED 2023-03-10
  • TX RA
    APPROVED
    Since 2023-03-14
  • IN RA
    APPROVED
    Since 2023-03-10

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

10800 N Michigan Rd, Zionsville, IN 46077 • 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 Zionesville IN 08/2022 Present
Unemployed N/A XX 01/2022 07/2022
Repucare Indianapolis IN 09/2021 12/2021
Ahimsa Indianapolis IN 06/2021 08/2021
Doordash Strongsville OH 06/2020 08/2021
Unemployed N/A XX 09/2019 05/2020
Fabrizi Trucking & Paving Middleburg Heights OH 06/2017 08/2019
St. Edward High School Lakewood OH 08/2014 05/2018
Butler University Indianapolis IN 08/2018 05/2022
  • 08/2022 → Present
    Zionesville, IN
  • 01/2022 → 07/2022
    Unemployed
    N/A, XX
  • 09/2021 → 12/2021
    Repucare
    Indianapolis, IN
  • 06/2021 → 08/2021
    Ahimsa
    Indianapolis, IN
  • 06/2020 → 08/2021
    Doordash
    Strongsville, OH
  • 09/2019 → 05/2020
    Unemployed
    N/A, XX
  • 06/2017 → 08/2019
    Fabrizi Trucking & Paving
    Middleburg Heights, OH
  • 08/2014 → 05/2018
    St. Edward High School
    Lakewood, OH
  • 08/2018 → 05/2022
    Butler University
    Indianapolis, IN
Other Businesses

I* 1798275 For profit or not for profit: Entity Charitable Name of outside business organization: Butler University Young Alumni Investment related: no Address of business: Indianapolis, IN, 46208 Nature of business: School, College or University Position, title, association: Board Member Start date of relationship: 05/01/2024 Number of hours devoted: 5 monthly Number of hours devoted during trading hours: 0 Duties: I have been accepted as a board member for Butler University's Young Alumni Chapter. It is an unpaid role. I will have to attend a number of meetings and events throughout the year. The three focuses of the organization are Alumni Engagement, Fundraising, and Student Connections. There is a task force for each and I will be assigned to one later this year. The idea is to help young alumni stay connected to and help offer ideas to improve the University. I will likely also be required to donate an amount to Butler every year. The term will last for 3 years, so my term would end in mid to late 2027.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-09
  • S66 Uniform Combined State Law Examination
    2023-03-09

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