Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-30
VA RA APPROVED 2026-03-30
  • TX RA
    APPROVED
    Since 2026-04-30
  • VA RA
    APPROVED
    Since 2026-03-30

Branch Locations

1370 Fordham Dr, Virginia Beach, VA 23464 • United States

1801 Greenbrier Pkwy, Chesapeake, VA 23320 • 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 Virginia Beach VA 02/2026 Present
Bank Of America Virginia Beach VA 10/2023 02/2026
Unemployed Virginia Beach VA 08/2023 10/2023
Northwestern Mutual Virginia Beach VA 01/2023 08/2023
Virginia Wesleyan University Virginia Beach VA 10/2022 03/2023
Princess Anne Country Club Virginia Beach VA 06/2021 08/2021
Tides Basketball Club Norfolk VA 06/2019 09/2019
First Colonial High School Virginia Beach VA 02/2016 06/2019
Virginia Wesleyan University Virginia Beach VA 08/2019 05/2023
Bank Of America, N.A. Virginia Beach VA 03/2026 Present
  • 02/2026 → Present
    Virginia Beach, VA
  • 10/2023 → 02/2026
    Bank Of America
    Virginia Beach, VA
  • 08/2023 → 10/2023
    Unemployed
    Virginia Beach, VA
  • 01/2023 → 08/2023
    Northwestern Mutual
    Virginia Beach, VA
  • 10/2022 → 03/2023
    Virginia Wesleyan University
    Virginia Beach, VA
  • 06/2021 → 08/2021
    Princess Anne Country Club
    Virginia Beach, VA
  • 06/2019 → 09/2019
    Tides Basketball Club
    Norfolk, VA
  • 02/2016 → 06/2019
    First Colonial High School
    Virginia Beach, VA
  • 08/2019 → 05/2023
    Virginia Wesleyan University
    Virginia Beach, VA
  • 03/2026 → Present
    Bank Of America, N.A.
    Virginia Beach, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-24
  • S66 Uniform Combined State Law Examination
    2026-02-24

View on SEC IAPD

More in Virginia Beach, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor