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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 2024-02-29
UT RA APPROVED 2022-11-30
  • TX RA
    APPROVED
    Since 2024-02-29
  • UT RA
    APPROVED
    Since 2022-11-30

Branch Locations

1100 E 6600 S, Salt Lake City, UT 84121 • 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 Salt Lake City UT 08/2022 Present
Scheels Sandy UT 06/2019 07/2022
Utah Valley University Orem UT 08/2020 05/2022
Salt Lake Community College Taylorsville UT 08/2018 05/2020
Murray High School Murray UT 08/2015 06/2018
Bank Of America N.A. Salt Lake City UT 10/2022 Present
  • 08/2022 → Present
    Salt Lake City, UT
  • 06/2019 → 07/2022
    Scheels
    Sandy, UT
  • 08/2020 → 05/2022
    Utah Valley University
    Orem, UT
  • 08/2018 → 05/2020
    Salt Lake Community College
    Taylorsville, UT
  • 08/2015 → 06/2018
    Murray High School
    Murray, UT
  • 10/2022 → Present
    Bank Of America N.A.
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-28
  • S66 Uniform Combined State Law Examination
    2022-11-28

View on SEC IAPD

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