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 2025-06-17
VA RA APPROVED 2025-05-01
  • TX RA
    APPROVED
    Since 2025-06-17
  • VA RA
    APPROVED
    Since 2025-05-01

Branch Locations

8332 Old Keene Mill Rd, Springfield, VA 22152 • United States

7400 Little River Tpke, Annandale, VA 22003 • United States

9500 Main St, Fairfax, VA 22031 • 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 Vienna VA 01/2004 Present
Sheklee San Francisco CA 08/2013 11/2024
Bank Of America, N.A. Vienna VA 11/2024 Present
Other Businesses

I*: 2069265 Name of the other business: Melaleuca Whether the business is investment-related: No investment related. Address of the other business: Idaho Falls ID 83402 Nature of the other business: Consumer goods company that manufactures and distribute health, wellness, and personal care product. Your position: Independent contractor Title, or relationship with the other business Title: Member Start date of your relationship: 10/01/1992 Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Purchasing monthly set point of product order be member it is potential to make money if work is into the company product sale but not active and just using product. I*: 2069264 Name of the other business: Virginia Agape International Baptist Church Whether the business is investment-related: No investment related. Address of the other business: Springfield VA 22153 Nature of the other businessNo profit southern Baptist church Start date of your relationship: 08/01/2010 Approximate number of hours/month you devote to the other business: 4 Hours mthly Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: What my role from the church is make sure weekly offering (on Sunday afternoon after church service)to be collect and deposit ( Always 3 people does this work make sure no one have any question about the funds) -Then also the week of check need to be issue to the pay bill coming from board person (pastor or elder) than sign the check (who ever available - we have 3 signers in the church account. -That is all I am doing for the volunteer work to the church.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-01
  • S66 Uniform Combined State Law Examination
    2025-05-01
Other Names
  • Jisook Anderson

View on SEC IAPD

More in Springfield, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor