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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-21
TX RA APPROVED 2023-04-13
  • NJ RA
    APPROVED
    Since 2025-11-21
  • TX RA
    APPROVED
    Since 2023-04-13

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States

1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • 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 Jacksonville FL 09/2022 Present
Pittsburgh Logistics Systems Jacksonville FL 11/2021 11/2021
Uber Jacksonville FL 11/2021 01/2022
Pittsburgh Logistics Systems Jacksonville FL 01/2022 07/2022
Cawley & Bergmann Jacksonville FL 08/2022 08/2022
Doordash Jacksonville FL 08/2022 09/2022
Enhanced Resource Centers Jacksonville FL 02/2017 11/2021
Mcdonalds Orange Park FL 03/2014 02/2017
Bank Of America, N.A. Jacksonville FL 06/2025 Present
  • 09/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith
    Jacksonville, FL
  • 11/2021 → 11/2021
    Pittsburgh Logistics Systems
    Jacksonville, FL
  • 11/2021 → 01/2022
    Uber
    Jacksonville, FL
  • 01/2022 → 07/2022
    Pittsburgh Logistics Systems
    Jacksonville, FL
  • 08/2022 → 08/2022
    Cawley & Bergmann
    Jacksonville, FL
  • 08/2022 → 09/2022
    Doordash
    Jacksonville, FL
  • 02/2017 → 11/2021
    Enhanced Resource Centers
    Jacksonville, FL
  • 03/2014 → 02/2017
    Mcdonalds
    Orange Park, FL
  • 06/2025 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-06
  • S66 Uniform Combined State Law Examination
    2023-04-06

View on SEC IAPD

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