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
FL RA APPROVED 2024-08-27
TX RA APPROVED 2024-08-08
  • FL RA
    APPROVED
    Since 2024-08-27
  • TX RA
    APPROVED
    Since 2024-08-08

Branch Locations

13250 University Center Blvd, Fort Myers, FL 33907 • 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 Fort Myers FL 01/2023 Present
Unemployed/Retired Cape Coral FL 09/2021 12/2022
Boeing Co Ridley Park PA 09/2020 08/2021
Unemployed/Retired Shamong NJ 04/2020 08/2020
Us Air Force Mcguire Afb NJ 03/2000 03/2020
  • 01/2023 → Present
    Fort Myers, FL
  • 09/2021 → 12/2022
    Unemployed/Retired
    Cape Coral, FL
  • 09/2020 → 08/2021
    Boeing Co
    Ridley Park, PA
  • 04/2020 → 08/2020
    Unemployed/Retired
    Shamong, NJ
  • 03/2000 → 03/2020
    Us Air Force
    Mcguire Afb, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-14
  • S66 Uniform Combined State Law Examination
    2024-06-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Myers, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor