Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-18
OH RA APPROVED 2024-04-08
  • TX RA
    APPROVED
    Since 2024-06-18
  • OH RA
    APPROVED
    Since 2024-04-08

Branch Locations

130 Market St, Westlake, OH 44145 • 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 Pepper Pike OH 08/2022 Present
Citizens Bank Bay Village OH 04/2020 08/2022
Vegas Golden Knights Las Vegas NV 06/2017 05/2019
Img-Learfield San Antonio TX 08/2015 06/2017
Unemployment Las Vegas NV 06/2019 02/2020
Bank Of America, N.A. Westlake OH 06/2024 Present
  • 08/2022 → Present
    Pepper Pike, OH
  • 04/2020 → 08/2022
    Citizens Bank
    Bay Village, OH
  • 06/2017 → 05/2019
    Vegas Golden Knights
    Las Vegas, NV
  • 08/2015 → 06/2017
    Img-Learfield
    San Antonio, TX
  • 06/2019 → 02/2020
    Unemployment
    Las Vegas, NV
  • 06/2024 → Present
    Bank Of America, N.A.
    Westlake, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-05
  • S66 Uniform Combined State Law Examination
    2024-01-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor