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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 2026-06-05
FL RA APPROVED 2026-05-26
  • TX RA
    APPROVED
    Since 2026-06-05
  • FL RA
    APPROVED
    Since 2026-05-26

Branch Locations

9128 Strada Pl, Naples, FL 34108 • 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 Naples FL 04/2026 Present
Edward Jones Newburgh IN 07/2023 08/2025
Tijuana Flats Trinity FL 04/2017 02/2019
Olive Garden New Port Richey FL 01/2019 08/2023
Midland Trust Fort Myers FL 03/2022 09/2022
Raymond James Naples FL 09/2022 12/2022
K-12 River Ridge High School New Port Richey FL 05/2014 05/2019
Ubs Financial Services Inc. Fort Myers FL 08/2025 04/2026
  • 04/2026 → Present
    Naples, FL
  • 07/2023 → 08/2025
    Edward Jones
    Newburgh, IN
  • 04/2017 → 02/2019
    Tijuana Flats
    Trinity, FL
  • 01/2019 → 08/2023
    Olive Garden
    New Port Richey, FL
  • 03/2022 → 09/2022
    Midland Trust
    Fort Myers, FL
  • 09/2022 → 12/2022
    Raymond James
    Naples, FL
  • 05/2014 → 05/2019
    K-12 River Ridge High School
    New Port Richey, FL
  • 08/2025 → 04/2026
    Fort Myers, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
  • S66 Uniform Combined State Law Examination
    2025-11-25
Other Names
  • Ashley Jane Taylor

View on SEC IAPD

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