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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_RES 2023-07-30
FL RA APPROVED 2023-05-30
  • TX RA
    APPROVED_RES
    Since 2023-07-30
  • FL RA
    APPROVED
    Since 2023-05-30

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • 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
Amazon Seattle WA 11/2022 02/2023
Independent Administrative Services Clearwater FL 01/2018 05/2022
Florida Conference Of Sdas Apopka FL 05/2019 09/2020
Charter Schools Usa Fort Lauderdale FL 09/2016 11/2017
Earth Fare (Defunct) Jacksonville FL 08/2017 07/2019
Lyft San Francisco CA 10/2021 Present
Uber San Francisco CA 06/2022 Present
Self Employed Jacksonville FL 01/2018 09/2022
Bank Of America, N.A. Jacksonville FL 03/2025 Present
  • 01/2023 → Present
    Jacksonville, FL
  • 11/2022 → 02/2023
    Amazon
    Seattle, WA
  • 01/2018 → 05/2022
    Independent Administrative Services
    Clearwater, FL
  • 05/2019 → 09/2020
    Florida Conference Of Sdas
    Apopka, FL
  • 09/2016 → 11/2017
    Charter Schools Usa
    Fort Lauderdale, FL
  • 08/2017 → 07/2019
    Earth Fare (Defunct)
    Jacksonville, FL
  • 10/2021 → Present
    Lyft
    San Francisco, CA
  • 06/2022 → Present
    Uber
    San Francisco, CA
  • 01/2018 → 09/2022
    Self Employed
    Jacksonville, FL
  • 03/2025 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-24
  • S66 Uniform Combined State Law Examination
    2023-05-24

View on SEC IAPD

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