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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_RES 2023-05-04
PA RA APPROVED 2023-04-10
  • TX RA
    APPROVED_RES
    Since 2023-05-04
  • PA RA
    APPROVED
    Since 2023-04-10

Branch Locations

1108 Van Buren Rd, Easton, PA 18045 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 12/2019 Present
Uber Alburtis PA 11/2018 Present
Lyft Alburtis PA 11/2018 Present
Primerica Financial Services Alburtis PA 05/2012 11/2022
Fedex Northampton PA 10/2019 11/2019
Walmart Bethlehem PA 09/2019 10/2019
Capital One Bank Bronx PA 11/2017 12/2018
Coworx Bethlehem PA 03/2015 09/2017
Bank Of America, N.A. Philadelphia PA 02/2023 Present
  • 12/2019 → Present
    Philadelphia, PA
  • 11/2018 → Present
    Uber
    Alburtis, PA
  • 11/2018 → Present
    Lyft
    Alburtis, PA
  • 05/2012 → 11/2022
    Primerica Financial Services
    Alburtis, PA
  • 10/2019 → 11/2019
    Fedex
    Northampton, PA
  • 09/2019 → 10/2019
    Walmart
    Bethlehem, PA
  • 11/2017 → 12/2018
    Capital One Bank
    Bronx, PA
  • 03/2015 → 09/2017
    Coworx
    Bethlehem, PA
  • 02/2023 → Present
    Bank Of America, N.A.
    Philadelphia, PA
Other Businesses

Name of the other businessMedina Ridesharing Whether the business is investment-relatedNon-investment related Address of the other business128 Windsor Rd Alburtis PA 18011 Nature of the other businessRidesharing Your positionDriver Title, or relationship with the other businessDriver Start date of your relationship2018 Approximate number of hours/month you devote to the other businessOccasional 10-20 per month. Number of hours you devote/month to the other business during securities trading hours0 Briefly describe your duties relating to the other businessI work for Uber and Lyft. I only work when I need cash of an event. Not constant. Last day of work 05/12/2022. I*927591, Entity Type: Entity For Profit, Name of OBA: Medina Ridehsaring, Address: Alburtis, Pennsylvania 18011, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 03/01/2022, No Hours: 999, No Hours during trading: 999, Duties: Driving for Uber and Lyft

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-06
  • S66 Uniform Combined State Law Examination
    2023-04-06
Other Names
  • Wil Medina
  • Wilfredo Enrique Medina

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