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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-06
TX RA APPROVED 2025-09-09
  • FL RA
    APPROVED
    Since 2025-10-06
  • TX RA
    APPROVED
    Since 2025-09-09

Branch Locations

450 Se Us Highway 19, Crystal River, FL 34429 • 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
Morgan Stanley Tampa FL 10/2022 07/2025
Saltwater Restaurants Inc Miramar Beach FL 05/2017 08/2022
Vivint Fishers IN 05/2020 08/2020
Amc Destin FL 05/2018 07/2018
Polo Ralph Lauren Miramar Beach FL 09/2016 03/2017
Vinny Mcguire's Pizza Destin FL 05/2017 08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Crystal River FL 07/2025 Present
Florida State University Tallahassee FL 08/2017 05/2022
Vivint Home Security Indianapolis IN 05/2020 10/2020
Surf Hut Destin FL 05/2021 08/2021
Surf Hut Destin FL 05/2022 09/2022
Crab Trap Destin Destin FL 03/2017 08/2017
Bank Of America, N.A. Crystal River FL 09/2025 Present
  • 10/2022 → 07/2025
    Tampa, FL
  • 05/2017 → 08/2022
    Saltwater Restaurants Inc
    Miramar Beach, FL
  • 05/2020 → 08/2020
    Vivint
    Fishers, IN
  • 05/2018 → 07/2018
    Amc
    Destin, FL
  • 09/2016 → 03/2017
    Polo Ralph Lauren
    Miramar Beach, FL
  • 05/2017 → 08/2017
    Vinny Mcguire's Pizza
    Destin, FL
  • 07/2025 → Present
    Crystal River, FL
  • 08/2017 → 05/2022
    Florida State University
    Tallahassee, FL
  • 05/2020 → 10/2020
    Vivint Home Security
    Indianapolis, IN
  • 05/2021 → 08/2021
    Surf Hut
    Destin, FL
  • 05/2022 → 09/2022
    Surf Hut
    Destin, FL
  • 03/2017 → 08/2017
    Crab Trap Destin
    Destin, FL
  • 09/2025 → Present
    Bank Of America, N.A.
    Crystal River, FL
Previous Registrations
  • 2023-12-13 → 2025-07-28
    Tampa, FL
    Temple Terrace, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-12
  • S66 Uniform Combined State Law Examination
    2023-12-12

View on SEC IAPD

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