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_RES 2024-06-04
FL RA APPROVED 2024-04-10
  • TX RA
    APPROVED_RES
    Since 2024-06-04
  • FL RA
    APPROVED
    Since 2024-04-10

Branch Locations

690 E Hwy 50, Clermont, FL 34711 • 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 Clermont FL 11/2022 Present
Rocket Auto Detroit MI 11/2020 08/2022
Bonefish Grill Jacksonville FL 06/2020 10/2020
Bonefish Grill Saint Petersburg FL 02/2019 06/2020
4Th Street Shrimp Store Saint Petersburg FL 06/2018 02/2019
Sea Salt Saint Petersburg FL 07/2017 06/2018
Bonefish Grill Saint Petersburg FL 03/2016 07/2017
Unemployed Jacksonville FL 08/2022 11/2022
Unemployed Jacksonville FL 10/2020 11/2020
Saint Petersburg College Saint Petersburg FL 08/2015 05/2021
Bank Of America, N.A. Clermont FL 05/2025 Present
  • 11/2022 → Present
    Clermont, FL
  • 11/2020 → 08/2022
    Rocket Auto
    Detroit, MI
  • 06/2020 → 10/2020
    Bonefish Grill
    Jacksonville, FL
  • 02/2019 → 06/2020
    Bonefish Grill
    Saint Petersburg, FL
  • 06/2018 → 02/2019
    4Th Street Shrimp Store
    Saint Petersburg, FL
  • 07/2017 → 06/2018
    Sea Salt
    Saint Petersburg, FL
  • 03/2016 → 07/2017
    Bonefish Grill
    Saint Petersburg, FL
  • 08/2022 → 11/2022
    Unemployed
    Jacksonville, FL
  • 10/2020 → 11/2020
    Unemployed
    Jacksonville, FL
  • 08/2015 → 05/2021
    Saint Petersburg College
    Saint Petersburg, FL
  • 05/2025 → Present
    Bank Of America, N.A.
    Clermont, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-06
  • S66 Uniform Combined State Law Examination
    2024-03-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clermont, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor