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
TX RA APPROVED 2025-11-26
CA RA APPROVED 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-26
  • CA RA
    APPROVED
    Since 2025-11-25

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 05/2025 Present
Norther Arizona University Flagstaff AZ 08/2024 04/2025
Open Source Integrators Chandler AZ 05/2024 08/2024
Northern Arizona University Flagstaff AZ 08/2021 05/2024
Sprouts Scottsdale AZ 05/2022 08/2022
Dunkin Scottsdale AZ 05/2021 08/2021
Dunkin Scottsdale AZ 05/2020 08/2020
Culvers Scottsdale AZ 05/2019 10/2019
Cactus Shadows High School Scottsdale AZ 08/2019 05/2021
Foothills Academy Scottsdale AZ 08/2018 05/2019
Basis Scottsdale Scottsdale AZ 05/2015 05/2018
None Scottsdale AZ 05/2018 08/2018
  • 05/2025 → Present
    Chandler, AZ
  • 08/2024 → 04/2025
    Norther Arizona University
    Flagstaff, AZ
  • 05/2024 → 08/2024
    Open Source Integrators
    Chandler, AZ
  • 08/2021 → 05/2024
    Northern Arizona University
    Flagstaff, AZ
  • 05/2022 → 08/2022
    Sprouts
    Scottsdale, AZ
  • 05/2021 → 08/2021
    Dunkin
    Scottsdale, AZ
  • 05/2020 → 08/2020
    Dunkin
    Scottsdale, AZ
  • 05/2019 → 10/2019
    Culvers
    Scottsdale, AZ
  • 08/2019 → 05/2021
    Cactus Shadows High School
    Scottsdale, AZ
  • 08/2018 → 05/2019
    Foothills Academy
    Scottsdale, AZ
  • 05/2015 → 05/2018
    Basis Scottsdale
    Scottsdale, AZ
  • 05/2018 → 08/2018
    None
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
  • S66 Uniform Combined State Law Examination
    2025-11-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chandler, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor