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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 2023-07-13
PA RA APPROVED 2023-06-15
DE RA APPROVED 2023-05-30
  • TX RA
    APPROVED
    Since 2023-07-13
  • PA RA
    APPROVED
    Since 2023-06-15
  • DE RA
    APPROVED
    Since 2023-05-30

Branch Locations

2951 Centerville Rd, Wilmington, DE 19808 • 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 Wilmington DE 01/2023 Present
Self Employed Lincoln University PA 01/2023 01/2023
A Bridge To Independence Erie PA 02/2021 12/2022
Erie County Care Management Erie PA 01/2017 02/2021
Barber National Institute Erie PA 05/2018 02/2021
Ymca Of Greater Erie Harborcreek PA 07/2017 07/2018
Sarah Reed Children's Center Erie PA 09/2016 11/2016
Kaleidascope Family Solutions Erie PA 03/2016 01/2017
Bank Of America, N.A. Wilmington DE 02/2023 Present
  • 01/2023 → Present
    Wilmington, DE
  • 01/2023 → 01/2023
    Self Employed
    Lincoln University, PA
  • 02/2021 → 12/2022
    A Bridge To Independence
    Erie, PA
  • 01/2017 → 02/2021
    Erie County Care Management
    Erie, PA
  • 05/2018 → 02/2021
    Barber National Institute
    Erie, PA
  • 07/2017 → 07/2018
    Ymca Of Greater Erie
    Harborcreek, PA
  • 09/2016 → 11/2016
    Sarah Reed Children's Center
    Erie, PA
  • 03/2016 → 01/2017
    Kaleidascope Family Solutions
    Erie, PA
  • 02/2023 → Present
    Bank Of America, N.A.
    Wilmington, DE
Other Businesses

I*1215260For profit or not for profit: Entity For ProfitName of outside business organization: Online Content CreationInvestment related: NAddress of business: Lincoln University, Pennsylvania, 19352Nature of business: ["Sole Proprietorship"]Position, title, association: ["Owner"], Start date of relationship: 4/3/2023Number of hours devoted: 5 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: , My hobby is to create and stream media content, usually consisting of creating videos or live streaming to different online platforms. I have never received income from this activity, though it is possible I could in the future.I*1177273For profit or not for profit: Name of outside business organization: Independent ContractingInvestment related: NAddress of business: Lincoln University, Pennsylvania, 19352, United StatesNature of business: ["Business or Industry Organization"]Position, title, association: ["Other"], Start date of relationship: 8/10/2023Number of hours devoted: 12 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Independent Contractor, Prior to my work at BoA, I did work assisting coordination agencies who serve individuals with physical, mental, and developmental disabilities. I am seeking approval to continue this work. I would be doing this as an independent contractor. I* 1381300 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: CSL Plasma Investment related: no Address of business: Newark, DE, 19713 Nature of business: Corporation Position, title, association: Other Start date of relationship: 07/10/2023 Number of hours devoted: 2 weekly Number of hours devoted during trading hours: 0 Duties: Similar to donating to the blood bank, donating plasma involves receiving a health screening, donating blood plasma, and receiving compensation for the activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-26
  • S66 Uniform Combined State Law Examination
    2023-05-26

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