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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 2025-11-03
NJ RA APPROVED 2025-10-21
CT RA APPROVED 2025-10-20
ME RA APPROVED 2025-10-20
NY RA APPROVED 2025-07-30
  • TX RA
    APPROVED
    Since 2025-11-03
  • NJ RA
    APPROVED
    Since 2025-10-21
  • CT RA
    APPROVED
    Since 2025-10-20
  • ME RA
    APPROVED
    Since 2025-10-20
  • NY RA
    APPROVED
    Since 2025-07-30

Branch Locations

266 Merrick Rd, Lynbrook, NY 11563 • 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
Morgan Stanley Paramus NJ 05/2024 08/2024
Ohel Bais Ezra Nyc NY 02/2022 Present
Leo Schachter Diamonds Nyc NY 10/2021 04/2022
New York Sports Club Nyc NY 01/2020 03/2020
Yeshiva University Nyc NY 09/2018 09/2019
Touro University Nyc NY 09/2019 01/2022
Touro University Nyc NY 01/2022 06/2022
Mevaseret Tzion Mevaseret Tzion 09/2017 06/2018
Fasman Yeshiva High School Skokie IL 09/2013 06/2017
Morgan Stanley Private Bank, N.A New York NY 08/2024 07/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynbrook NY 07/2025 Present
Bank Of America, N.A. Lynbrook NY 09/2025 Present
  • 05/2024 → 08/2024
    Paramus, NJ
  • 02/2022 → Present
    Ohel Bais Ezra
    Nyc, NY
  • 10/2021 → 04/2022
    Leo Schachter Diamonds
    Nyc, NY
  • 01/2020 → 03/2020
    New York Sports Club
    Nyc, NY
  • 09/2018 → 09/2019
    Yeshiva University
    Nyc, NY
  • 09/2019 → 01/2022
    Touro University
    Nyc, NY
  • 01/2022 → 06/2022
    Touro University
    Nyc, NY
  • 09/2017 → 06/2018
    Mevaseret Tzion
    Mevaseret Tzion
  • 09/2013 → 06/2017
    Fasman Yeshiva High School
    Skokie, IL
  • 08/2024 → 07/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 07/2025 → Present
    Lynbrook, NY
  • 09/2025 → Present
    Bank Of America, N.A.
    Lynbrook, NY
Previous Registrations
Other Businesses

I*2667285, Entity Type: Entity Charitable, Name of OBA: ohel bais ezra, Address: Brooklyn, New York, 11230, Investment Related: N, Position, Title, Association: ["Employee"], Employee State Date: 07/28/2025, No Hours: 20 Weekly, No Hours during Trading: 0 Weekly, Duties: To provide services to individuals with disabilities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-26
  • S66 Uniform Combined State Law Examination
    2023-10-26
Other Names
  • Yonah Jacobson
  • Solomon Jonah Jacobson

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