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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 2023-08-15
TX RA APPROVED_RES 2023-08-15
  • FL RA
    APPROVED
    Since 2023-08-15
  • TX RA
    APPROVED_RES
    Since 2023-08-15

Branch Locations

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

1276 Metropolitan Blvd, Tallahassee, FL 32312 • 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 Yes
  • 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 Tallahassee FL 08/2022 Present
Davita Healthcare Inc Tallahassee FL 09/2021 07/2022
Aya Healthcare San Diego FL 07/2020 09/2021
Hca Healthcare Jacksonville FL 02/2019 07/2020
Integrity Health Services Jacksonville FL 10/2018 02/2019
Tallahassee Community College Tallahassee FL 08/2015 05/2018
Unemployed Jacksonville FL 05/2018 10/2018
Jacksonville University Jacksonville FL 01/2020 08/2022
Bank Of America, N.A. Tallahassee FL 11/2024 Present
  • 08/2022 → Present
    Tallahassee, FL
  • 09/2021 → 07/2022
    Davita Healthcare Inc
    Tallahassee, FL
  • 07/2020 → 09/2021
    Aya Healthcare
    San Diego, FL
  • 02/2019 → 07/2020
    Hca Healthcare
    Jacksonville, FL
  • 10/2018 → 02/2019
    Integrity Health Services
    Jacksonville, FL
  • 08/2015 → 05/2018
    Tallahassee Community College
    Tallahassee, FL
  • 05/2018 → 10/2018
    Unemployed
    Jacksonville, FL
  • 01/2020 → 08/2022
    Jacksonville University
    Jacksonville, FL
  • 11/2024 → Present
    Bank Of America, N.A.
    Tallahassee, FL
Other Businesses

I*4699273, Entity Type: , Name of OBA: Rental Property - 12-Jun-26 - 1, Address: Tallahassee, Florida, 32303, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 06/12/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-11
  • S66 Uniform Combined State Law Examination
    2023-08-11

View on SEC IAPD

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