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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-07-30
  • CT RA
    APPROVED
    Since 2026-07-30

Branch Locations

45 William St, Wellesley Hills, MA 02481 • United States

One Bryant Park, New York, NY 10036 • 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 Wellesley Hills MA 04/2026 Present
Rsm Us Llp Charlestown MA 07/2024 04/2026
Bentley University Waltham MA 08/2023 07/2024
Citizens Bank Westwood MA 05/2023 08/2023
Bentley University Waltham MA 08/2022 05/2023
Merrill Lynch Newton MA 05/2022 08/2022
Bentley University Waltham MA 08/2021 05/2022
Charlesbank Garden Apartments Waltham MA 05/2021 08/2021
Bentley University Waltham MA 08/2020 05/2021
Tilly And Salvy's Bacon Street Farm Natick MA 08/2019 08/2020
Bright Beginnings Daycare Natick MA 09/2018 04/2019
Natick High School Natick MA 08/2016 06/2020
Bank Of America, N.A. Wellesley Hills MA 06/2026 Present
  • 04/2026 → Present
    Wellesley Hills, MA
  • 07/2024 → 04/2026
    Rsm Us Llp
    Charlestown, MA
  • 08/2023 → 07/2024
    Bentley University
    Waltham, MA
  • 05/2023 → 08/2023
    Citizens Bank
    Westwood, MA
  • 08/2022 → 05/2023
    Bentley University
    Waltham, MA
  • 05/2022 → 08/2022
    Merrill Lynch
    Newton, MA
  • 08/2021 → 05/2022
    Bentley University
    Waltham, MA
  • 05/2021 → 08/2021
    Charlesbank Garden Apartments
    Waltham, MA
  • 08/2020 → 05/2021
    Bentley University
    Waltham, MA
  • 08/2019 → 08/2020
    Tilly And Salvy's Bacon Street Farm
    Natick, MA
  • 09/2018 → 04/2019
    Bright Beginnings Daycare
    Natick, MA
  • 08/2016 → 06/2020
    Natick High School
    Natick, MA
  • 06/2026 → Present
    Bank Of America, N.A.
    Wellesley Hills, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-29
  • S66 Uniform Combined State Law Examination
    2026-07-29
Other Names
  • Stephanie Morgan Mcauliffe

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