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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 2026-08-12
IN RA APPROVED 2026-07-23
  • TX RA
    APPROVED
    Since 2026-08-12
  • IN RA
    APPROVED
    Since 2026-07-23

Branch Locations

2137 State St, New Albany, IN 47150 • United States

510 E 96Th St, Indianapolis, IN 46240 • 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 New Albany IN 05/2026 Present
Chase Bank Louisville KY 06/2024 05/2026
Pnc Bank Louisville KY 10/2023 06/2024
First Savings Bank Clarksville IN 02/2023 10/2023
Indiana University Southeast New Albany IN 08/2022 02/2023
United Parcel Services Louisville KY 03/2022 08/2022
Spalding University Louisville KY 08/2021 03/2022
Home Depot New Albany IN 03/2021 08/2021
Spalding University Louisville KY 08/2020 03/2021
Kroger Clarksville IN 03/2020 08/2020
Hanover College Hanover IN 08/2019 03/2020
Crown Services Clarksville IN 06/2019 08/2019
Hanover College Hanover IN 08/2018 06/2019
Taco Bell Clarksville IN 06/2018 08/2018
Clarksville Senior High School Clarksville IN 06/2016 06/2018
United States Army Reserves Fort Knox KY 08/2025 Present
Bank Of America, N.A. New Albany IN 07/2026 Present
  • 05/2026 → Present
    New Albany, IN
  • 06/2024 → 05/2026
    Chase Bank
    Louisville, KY
  • 10/2023 → 06/2024
    Pnc Bank
    Louisville, KY
  • 02/2023 → 10/2023
    First Savings Bank
    Clarksville, IN
  • 08/2022 → 02/2023
    Indiana University Southeast
    New Albany , IN
  • 03/2022 → 08/2022
    United Parcel Services
    Louisville, KY
  • 08/2021 → 03/2022
    Spalding University
    Louisville, KY
  • 03/2021 → 08/2021
    Home Depot
    New Albany, IN
  • 08/2020 → 03/2021
    Spalding University
    Louisville, KY
  • 03/2020 → 08/2020
    Kroger
    Clarksville, IN
  • 08/2019 → 03/2020
    Hanover College
    Hanover , IN
  • 06/2019 → 08/2019
    Crown Services
    Clarksville, IN
  • 08/2018 → 06/2019
    Hanover College
    Hanover , IN
  • 06/2018 → 08/2018
    Taco Bell
    Clarksville, IN
  • 06/2016 → 06/2018
    Clarksville Senior High School
    Clarksville, IN
  • 08/2025 → Present
    United States Army Reserves
    Fort Knox, KY
  • 07/2026 → Present
    Bank Of America, N.A.
    New Albany, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-04
  • S66 Uniform Combined State Law Examination
    2025-08-04

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