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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 2023-05-30
MI RA APPROVED 2023-03-28
  • TX RA
    APPROVED
    Since 2023-05-30
  • MI RA
    APPROVED
    Since 2023-03-28

Branch Locations

6800 N Rochester Rd, Rochester Hills, MI 48306 • 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 Rochester Hills MI 12/2022 Present
Suburban Toyota Of Farmington Hills Farmington Hills MI 05/2018 08/2018
Chemical Bank / Tcf Bank Troy MI 05/2019 08/2019
Tcf Bank / Huntington Bank Troy MI 06/2021 08/2021
Huntington Bank Birmingham MI 05/2022 08/2022
Tim Hortons Romeo MI 06/2016 05/2018
In-School In-School MI 08/2018 05/2019
In-School In-School MI 08/2019 06/2021
In-School In-School MI 08/2021 05/2022
In-School In-School MI 08/2022 12/2022
Oakland University Rochester MI 09/2018 12/2022
Bank Of America, N.A. Rochester Hills MI 01/2023 Present
  • 12/2022 → Present
    Rochester Hills, MI
  • 05/2018 → 08/2018
    Suburban Toyota Of Farmington Hills
    Farmington Hills, MI
  • 05/2019 → 08/2019
    Chemical Bank / Tcf Bank
    Troy, MI
  • 06/2021 → 08/2021
    Tcf Bank / Huntington Bank
    Troy, MI
  • 05/2022 → 08/2022
    Huntington Bank
    Birmingham, MI
  • 06/2016 → 05/2018
    Tim Hortons
    Romeo, MI
  • 08/2018 → 05/2019
    In-School
    In-School, MI
  • 08/2019 → 06/2021
    In-School
    In-School, MI
  • 08/2021 → 05/2022
    In-School
    In-School, MI
  • 08/2022 → 12/2022
    In-School
    In-School, MI
  • 09/2018 → 12/2022
    Oakland University
    Rochester, MI
  • 01/2023 → Present
    Bank Of America, N.A.
    Rochester Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-25
  • S66 Uniform Combined State Law Examination
    2023-03-25
Other Names
  • Evan J Gerrard

View on SEC IAPD

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