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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 2025-02-26
DC RA APPROVED 2025-01-27
  • TX RA
    APPROVED
    Since 2025-02-26
  • DC RA
    APPROVED
    Since 2025-01-27

Branch Locations

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

1800 K St Nw, Washington, DC 20006 • 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 Washington DC 08/2022 Present
Waltonwood Ashburn VA 06/2019 05/2021
Trump National Golf Course Sterling VA 05/2021 08/2022
James Madison University Harrisonburg VA 08/2021 05/2022
James Madison University Harrisonburg VA 08/2020 05/2021
Unemployed Leesburg VA 05/2022 08/2022
James Madison University Harrisonburg VA 09/2023 11/2023
Manhattan Pizza Leesburg VA 01/2021 07/2021
Unemployed Leesburg VA 01/2014 06/2019
Heritage High School Leesburg VA 08/2016 08/2020
James Madison University Harrisonburg VA 08/2022 05/2023
James Madison University Harrisonburg VA 08/2023 05/2024
Bank Of America, N.A. Washington DC 03/2025 Present
  • 08/2022 → Present
    Washington, DC
  • 06/2019 → 05/2021
    Waltonwood
    Ashburn, VA
  • 05/2021 → 08/2022
    Trump National Golf Course
    Sterling, VA
  • 08/2021 → 05/2022
    James Madison University
    Harrisonburg, VA
  • 08/2020 → 05/2021
    James Madison University
    Harrisonburg, VA
  • 05/2022 → 08/2022
    Unemployed
    Leesburg, VA
  • 09/2023 → 11/2023
    James Madison University
    Harrisonburg, VA
  • 01/2021 → 07/2021
    Manhattan Pizza
    Leesburg, VA
  • 01/2014 → 06/2019
    Unemployed
    Leesburg, VA
  • 08/2016 → 08/2020
    Heritage High School
    Leesburg, VA
  • 08/2022 → 05/2023
    James Madison University
    Harrisonburg, VA
  • 08/2023 → 05/2024
    James Madison University
    Harrisonburg, VA
  • 03/2025 → Present
    Bank Of America, N.A.
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-28
  • S66 Uniform Combined State Law Examination
    2024-12-28

View on SEC IAPD

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