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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-04
  • GA RA
    APPROVED
    Since 2026-08-04

Branch Locations

2333 Main St, Tucker, GA 30084 • 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
J.P Morgan Securities Llc Marietta GA 04/2025 02/2026
Jpmorgan Chase Bank, N.A. Marietta GA 03/2024 02/2026
Empower Retirement Doraville GA 04/2023 10/2023
Wells Fargo Atlanta GA 01/2023 03/2023
Jpmorgan Chase Bank, N.A. Marietta GA 08/2022 01/2023
Wells Fargo Anaheim CA 09/2021 05/2022
Amazon Warehouse Florence NJ 05/2019 02/2020
Platinum Parking Inc Philadelphia PA 06/2017 12/2017
Unemployed Philadelphia PA 03/2020 08/2021
Unemployed Atlanta GA 11/2023 02/2024
Unemployed Philadelphia PA 03/2017 05/2017
Auntie Anne's Llc Philadelphia PA 03/2016 02/2017
Unemployed Philadelphia PA 01/2018 04/2019
Unemployed Anaheim CA 06/2022 07/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucker GA 04/2026 Present
Bank Of America, N.A. Tucker GA 07/2026 Present
  • 04/2025 → 02/2026
    J.P Morgan Securities Llc
    Marietta, GA
  • 03/2024 → 02/2026
    Jpmorgan Chase Bank, N.A.
    Marietta, GA
  • 04/2023 → 10/2023
    Empower Retirement
    Doraville, GA
  • 01/2023 → 03/2023
    Wells Fargo
    Atlanta, GA
  • 08/2022 → 01/2023
    Jpmorgan Chase Bank, N.A.
    Marietta, GA
  • 09/2021 → 05/2022
    Wells Fargo
    Anaheim, CA
  • 05/2019 → 02/2020
    Amazon Warehouse
    Florence, NJ
  • 06/2017 → 12/2017
    Platinum Parking Inc
    Philadelphia, PA
  • 03/2020 → 08/2021
    Unemployed
    Philadelphia, PA
  • 11/2023 → 02/2024
    Unemployed
    Atlanta, GA
  • 03/2017 → 05/2017
    Unemployed
    Philadelphia, PA
  • 03/2016 → 02/2017
    Auntie Anne's Llc
    Philadelphia, PA
  • 01/2018 → 04/2019
    Unemployed
    Philadelphia, PA
  • 06/2022 → 07/2022
    Unemployed
    Anaheim, CA
  • 04/2026 → Present
    Tucker, GA
  • 07/2026 → Present
    Bank Of America, N.A.
    Tucker, GA
Other Businesses

I*4614275, Entity Type: Entity For Profit, Name of OBA: SD Legacy Properties LLC , Address: Atlanta, Georgia, 30340, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 04/24/2026, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: This LLC was created to put my properties into it in order to limit liability to my personal asset from tenant. I never got around to fully complete the process of transfer the properties from my name to the LLC. Please let me know what step to take? This LLC is here simple to collect rent and pay the mortgage loan for the 2 properties. this llc is simply to collect rent through ach and auto pay for the mortgage. that is all. minimal to no responsibility from my end. I*4614276, Entity Type: Entity For Profit, Name of OBA: SD Management and Consulting LLC, Address: Atlanta, Georgia, 30340, Investment Related: N, Position, Title, Association: ["Owner"], Employee Start Date: 02/25/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: NO responsibility at all. LLC was created before I joined BofA and I don't have any intention to pursue this whatsoever. The purpose of this LLC was to provide consultation service to small business. The llc was created before I joined Bank of America but I never really follow through with this activity. I am not currently doing this at all. Please advise on what to do next. I don't have intention to do anything with this LLC. The type of consulting intended for this LLC and the service that was to be provided was for optimizing the work flow of small businesses. For example, optimizing the flow of a donut shop to save cost etc. I*4519321, Entity Type: , Name of OBA: Rental Property 1, Address: Buford, Georgia, 30519, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 05/05/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*4680316, Entity Type: , Name of OBA: Rental Property - 09-Jun-26 - 1, Address: Lawrenceville, Georgia, 30043, Investment Related: N, Position, Title, Association: Co-owner with other family members, Employee Start Date: 07/08/2026, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-03
S63 Uniform Securities Agent State Law Examination 2025-06-10
  • S66 Uniform Combined State Law Examination
    2026-08-03
  • S63 Uniform Securities Agent State Law Examination
    2025-06-10

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