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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 2023-01-31
  • TX RA
    APPROVED
    Since 2023-01-31

Branch Locations

1 Cowboys Way, Frisco, TX 75034 • 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 Frisco TX 09/2022 Present
Prestonwood Christian Academy Plano TX 08/2015 08/2017
Apple Inc. Plano TX 06/2014 10/2016
Denton Isd Denton TX 08/2017 06/2018
Bmw Of Plano Plano TX 07/2018 09/2022
Bank Of America, N.A. Frisco TX 11/2022 Present
  • 09/2022 → Present
    Frisco, TX
  • 08/2015 → 08/2017
    Prestonwood Christian Academy
    Plano, TX
  • 06/2014 → 10/2016
    Apple Inc.
    Plano, TX
  • 08/2017 → 06/2018
    Denton Isd
    Denton, TX
  • 07/2018 → 09/2022
    Bmw Of Plano
    Plano, TX
  • 11/2022 → Present
    Bank Of America, N.A.
    Frisco, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27

View on SEC IAPD

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