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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-18
TX RA APPROVED 2023-05-18
  • FL RA
    APPROVED
    Since 2023-05-18
  • TX RA
    APPROVED
    Since 2023-05-18

Branch Locations

9000 Southside Blvd Ci Client 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 01/2023 Present
Unempoyed Jacksonville Fl FL 11/2022 12/2022
Optimum Funding Solutions Jacksonville FL 08/2022 10/2022
Freedom Home Buyers Jacksonville FL 05/2022 07/2022
Digital Ox San Diego CA 03/2022 04/2022
Community Tax Jacksonville FL 12/2021 01/2022
All Service Financial Jacksonville FL 07/2020 10/2021
Wholesale Tradelines Jacksonvile FL 07/2019 05/2020
Banker' Life Jacksonville FL 03/2019 06/2019
Unemployed Jacksonville FL 12/2018 02/2019
The Ritz Jacksonville FL 07/2018 11/2018
The Pier Cantina Jacksonville FL 07/2017 06/2018
Hunley Brothers Mint Hill NC 01/2017 05/2017
Red Ventures Fort Mill SC 05/2016 10/2016
Aflac Jacksonville FL 06/2019 06/2020
Bank Of America, N.A. Jacksonville FL 11/2024 Present
  • 01/2023 → Present
    Jacksonville, FL
  • 11/2022 → 12/2022
    Unempoyed
    Jacksonville Fl, FL
  • 08/2022 → 10/2022
    Optimum Funding Solutions
    Jacksonville, FL
  • 05/2022 → 07/2022
    Freedom Home Buyers
    Jacksonville, FL
  • 03/2022 → 04/2022
    Digital Ox
    San Diego, CA
  • 12/2021 → 01/2022
    Community Tax
    Jacksonville, FL
  • 07/2020 → 10/2021
    All Service Financial
    Jacksonville, FL
  • 07/2019 → 05/2020
    Wholesale Tradelines
    Jacksonvile, FL
  • 03/2019 → 06/2019
    Banker' Life
    Jacksonville, FL
  • 12/2018 → 02/2019
    Unemployed
    Jacksonville, FL
  • 07/2018 → 11/2018
    The Ritz
    Jacksonville, FL
  • 07/2017 → 06/2018
    The Pier Cantina
    Jacksonville, FL
  • 01/2017 → 05/2017
    Hunley Brothers
    Mint Hill, NC
  • 05/2016 → 10/2016
    Red Ventures
    Fort Mill, SC
  • 06/2019 → 06/2020
    Aflac
    Jacksonville, FL
  • 11/2024 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-16
  • S66 Uniform Combined State Law Examination
    2023-05-16

View on SEC IAPD

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