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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 2026-08-28
CA RA APPROVED 2026-07-29
  • TX RA
    APPROVED
    Since 2026-08-28
  • CA RA
    APPROVED
    Since 2026-07-29

Branch Locations

2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • 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 Chandler AZ 05/2026 Present
Arizona Grand Resort And Spa Tempe AZ 02/2023 Present
Ironwood Investment Counsel Scottsdale AZ 06/2025 08/2025
Barilotti Wealth Strategies Philadelphia PA 12/2024 01/2025
Barilotti Wealth Strategies Philadelphia PA 06/2024 08/2024
Archway Programs Berlin NJ 07/2023 08/2023
Doordash Tempe AZ 08/2022 11/2022
Arizona State University Tempe AZ 08/2022 05/2023
Arizona State University Tempe AZ 08/2023 05/2024
Arizona State University Tempe AZ 08/2024 05/2025
Arizona State University Tempe AZ 08/2025 05/2026
Pennsbury School District Fairless Hills PA 05/2016 06/2022
  • 05/2026 → Present
    Chandler, AZ
  • 02/2023 → Present
    Arizona Grand Resort And Spa
    Tempe, AZ
  • 06/2025 → 08/2025
    Ironwood Investment Counsel
    Scottsdale, AZ
  • 12/2024 → 01/2025
    Barilotti Wealth Strategies
    Philadelphia, PA
  • 06/2024 → 08/2024
    Barilotti Wealth Strategies
    Philadelphia, PA
  • 07/2023 → 08/2023
    Archway Programs
    Berlin, NJ
  • 08/2022 → 11/2022
    Doordash
    Tempe, AZ
  • 08/2022 → 05/2023
    Arizona State University
    Tempe, AZ
  • 08/2023 → 05/2024
    Arizona State University
    Tempe, AZ
  • 08/2024 → 05/2025
    Arizona State University
    Tempe, AZ
  • 08/2025 → 05/2026
    Arizona State University
    Tempe, AZ
  • 05/2016 → 06/2022
    Pennsbury School District
    Fairless Hills, PA
Other Businesses

I*4645297 Entity Type: Entity For Profit Name of OBA: Arizona Grand Resort Address: Tempe, Arizona, 85044 Investment Related: No Position, Title, Association: Employee Employee Start Date: 02/02/2023 Number of Hours: 16, Monthly Number of Hours during trading: 0, Monthly Duties: I am keeping this job for extra income on the side I work as an outside service associate on the golf course. I greet guests as they come to the course and as they come off the course.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-29
  • S66 Uniform Combined State Law Examination
    2026-07-29

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