Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-07-10
MD RA APPROVED 2016-12-23
  • TX RA
    APPROVED_RES
    Since 2019-07-10
  • MD RA
    APPROVED
    Since 2016-12-23

Branch Locations

11724 Ocean Gtwy, Ocean City, MD 21842 • 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
Burley Oak Brewing Company Berlin MD 10/2011 09/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ocean City MD 09/2016 Present
Bank Of America, N.A. Ocean City MD 11/2016 Present
Other Businesses

I* 1638274 For profit or not for profit: Name of outside business organization: Worcester County Board of Education Investment related: no Address of business: Newark, MD Nature of business: Position, title, association: Board Member Start date of relationship: 01/01/2027 Number of hours devoted: 20 monthly Number of hours devoted during trading hours: 3 Duties: The Board of Education determines the policies of the County's educational system and prescribes rules and regulations for the conduct and management of the schools. The Board, through its executive officers, the Superintendent, and professional staff, exercises control and supervision over the school system.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-22
  • S66 Uniform Combined State Law Examination
    2016-12-22
Other Names
  • Zachary Newton

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ocean City, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor