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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 2024-11-19
CA RA APPROVED 2024-11-18
  • TX RA
    APPROVED
    Since 2024-11-19
  • CA RA
    APPROVED
    Since 2024-11-18

Branch Locations

2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • 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 Chandler AZ 06/2024 Present
Goldman Sachs & Co New York NY 07/2021 01/2023
Goldman Sachs & Co New York NY 06/2020 08/2020
Pomona College Claremont CA 08/2017 05/2021
Leslie's Poolmart Inc. Phoenix AZ 05/2019 07/2019
Unemployed Goodyear AZ 02/2023 05/2024
University High School Tolleson AK 08/2013 05/2017
  • 06/2024 → Present
    Chandler, AZ
  • 07/2021 → 01/2023
    Goldman Sachs & Co
    New York, NY
  • 06/2020 → 08/2020
    Goldman Sachs & Co
    New York, NY
  • 08/2017 → 05/2021
    Pomona College
    Claremont, CA
  • 05/2019 → 07/2019
    Leslie's Poolmart Inc.
    Phoenix, AZ
  • 02/2023 → 05/2024
    Unemployed
    Goodyear, AZ
  • 08/2013 → 05/2017
    University High School
    Tolleson, AK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-09
  • S66 Uniform Combined State Law Examination
    2024-10-09

View on SEC IAPD

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