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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 2026-08-06
CT RA APPROVED 2026-07-24
  • TX RA
    APPROVED
    Since 2026-08-06
  • CT RA
    APPROVED
    Since 2026-07-24

Branch Locations

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

100 Federal St, Boston, MA 02110 • 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 Boston MA 05/2026 Present
Boston College Chestnut Hill MA 08/2019 05/2023
Kingswood Oxford West Hartford CT 08/2014 08/2019
Boston College Chestnut Hill MA 05/2023 05/2026
Boston College Baseball Chestnut Hill MA 06/2023 07/2023
Boston College Chestnut Hill MA 06/2024 07/2024
Integrity Data Solutions Inc Rocky Hill CT 06/2020 07/2020
Bank Of America, N.A. Boston MA 07/2026 Present
  • 05/2026 → Present
    Boston, MA
  • 08/2019 → 05/2023
    Boston College
    Chestnut Hill , MA
  • 08/2014 → 08/2019
    Kingswood Oxford
    West Hartford , CT
  • 05/2023 → 05/2026
    Boston College
    Chestnut Hill , MA
  • 06/2023 → 07/2023
    Boston College Baseball
    Chestnut Hill , MA
  • 06/2024 → 07/2024
    Boston College
    Chestnut Hill , MA
  • 06/2020 → 07/2020
    Integrity Data Solutions Inc
    Rocky Hill, CT
  • 07/2026 → Present
    Bank Of America, N.A.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-23
  • S66 Uniform Combined State Law Examination
    2026-07-23

View on SEC IAPD

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