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
MD RA APPROVED 2023-04-19
TX RA APPROVED 2023-04-04
  • MD RA
    APPROVED
    Since 2023-04-19
  • TX RA
    APPROVED
    Since 2023-04-04

Branch Locations

4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • 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 Hunt Valley MD 12/2022 Present
Newday Financial Llc Fulton MD 03/2021 12/2022
Wave Global Inc Fairfax VA 02/2019 03/2021
Stanley Black & Decker Towson MD 04/2018 08/2018
University Of Maryland, College Park College Park MD 09/2016 05/2020
Bob's Discount Furniture Cockeysville MD 06/2016 08/2018
  • 12/2022 → Present
    Hunt Valley, MD
  • 03/2021 → 12/2022
    Newday Financial Llc
    Fulton, MD
  • 02/2019 → 03/2021
    Wave Global Inc
    Fairfax, VA
  • 04/2018 → 08/2018
    Stanley Black & Decker
    Towson, MD
  • 09/2016 → 05/2020
    University Of Maryland, College Park
    College Park, MD
  • 06/2016 → 08/2018
    Bob's Discount Furniture
    Cockeysville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-28
  • S66 Uniform Combined State Law Examination
    2023-03-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor