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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 2023-05-04
FL RA APPROVED 2023-05-02
  • TX RA
    APPROVED
    Since 2023-05-04
  • FL RA
    APPROVED
    Since 2023-05-02

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • 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 Jacksonville FL 12/2022 Present
St Augustine Distillery St Augustine FL 04/2022 12/2022
Total Wine And More Jacksonville FL 08/2020 04/2022
Target Company Jacksonville FL 08/2019 03/2020
University Of North Florida Jacksonville FL 04/2018 08/2018
University Of North Florida Jacksonville FL 03/2017 08/2017
University Of North Florida Jacksonville FL 04/2019 08/2019
University Of North Florida Jacksonville FL 06/2015 03/2020
Unemployed Jacksonville FL 03/2020 08/2020
Bank Of America, N.A. Jacksonville FL 04/2025 Present
  • 12/2022 → Present
    Jacksonville, FL
  • 04/2022 → 12/2022
    St Augustine Distillery
    St Augustine, FL
  • 08/2020 → 04/2022
    Total Wine And More
    Jacksonville, FL
  • 08/2019 → 03/2020
    Target Company
    Jacksonville, FL
  • 04/2018 → 08/2018
    University Of North Florida
    Jacksonville, FL
  • 03/2017 → 08/2017
    University Of North Florida
    Jacksonville, FL
  • 04/2019 → 08/2019
    University Of North Florida
    Jacksonville, FL
  • 06/2015 → 03/2020
    University Of North Florida
    Jacksonville, FL
  • 03/2020 → 08/2020
    Unemployed
    Jacksonville, FL
  • 04/2025 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-28
  • S66 Uniform Combined State Law Examination
    2023-04-28

View on SEC IAPD

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