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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 2023-08-10
  • TX RA
    APPROVED
    Since 2023-08-10

Branch Locations

2100 Ross Ave, Dallas, TX 75201 • 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
Humana Louisville KY 05/2021 04/2022
Equitable Advisors, Llc New York NY 08/2022 07/2023
Unemployed Dallas TX 06/2022 07/2022
University Of Alabama Tuscaloosa AL 08/2018 05/2022
Juvenile Diabetes Research Foundation Louisville KY 05/2020 08/2020
Kroger St. Matthews KY 01/2016 07/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 07/2023 Present
Bank Of America N.A. Dallas TX 09/2023 Present
  • 05/2021 → 04/2022
    Humana
    Louisville, KY
  • 08/2022 → 07/2023
    New York, NY
  • 06/2022 → 07/2022
    Unemployed
    Dallas, TX
  • 08/2018 → 05/2022
    University Of Alabama
    Tuscaloosa, AL
  • 05/2020 → 08/2020
    Juvenile Diabetes Research Foundation
    Louisville, KY
  • 01/2016 → 07/2020
    Kroger
    St. Matthews, KY
  • 07/2023 → Present
    Dallas, TX
  • 09/2023 → Present
    Bank Of America N.A.
    Dallas, TX
Previous Registrations
Other Businesses

I*2187363, Entity Type: Non-profit , Name of OBA: Breakthrough T1D, Address: Dallas, TX 75231 Investment Related: N, Position, Title, Association: Volunteer, Employee State Date: 01/01/2025 , No Hours: 12-15 monthly , No Hours during Trading: 0, Duties: I will be reaching out to families who have children (or adults) that are newly diagnosed with T1D (type 1 diabetes). I am meant to be a resource to them to help get the support they need within the community. There is no expectation of investment or financial discussions. I*3755379 Entity Type: Entity For Profit Name of OBA: Elev8 Beverage Company LLC Address: Dallas, Texas, 75204 Investment Related: No Position, Title, Association: Owner Employee Start Date: 02/02/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: The organization is an LLC with the purpose of creating and possibly distributing my own craft beer in small quantities. Any and all business activities. At this point, it is only a weekend hobby.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-31
  • S66 Uniform Combined State Law Examination
    2022-10-31
Other Names
  • Jonah Aldridge

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