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 2019-11-26
CT RA APPROVED 2018-08-24
  • TX RA
    APPROVED_RES
    Since 2019-11-26
  • CT RA
    APPROVED
    Since 2018-08-24

Branch Locations

25 Burlington Mall Rd, Burlington, MA 01803 • 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
Santander Bank N.A. Boston MA 05/2016 05/2018
Santander Securities Llc Dorchester MA 03/2017 05/2018
Uber Boston MA 01/2011 05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 05/2018 Present
Bank Of America, N.A. Boston MA 06/2018 Present
  • 05/2016 → 05/2018
    Santander Bank N.A.
    Boston, MA
  • 03/2017 → 05/2018
    Santander Securities Llc
    Dorchester, MA
  • 01/2011 → 05/2018
    Uber
    Boston, MA
  • 05/2018 → Present
    Boston, MA
  • 06/2018 → Present
    Bank Of America, N.A.
    Boston, MA
Other Businesses

I*1057260For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Medford, MassachusettsNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 6/15/2021Number of hours devoted: 1 hour(s) Monthly I*4519283 Entity Type: Entity Charitable Name of OBA: Reading Lions Club Address: Reading, Massachusetts, 1867 Investment Related: No Position, Title, Association: Committee Employee Start Date: 07/16/2026 Number of Hours: 4, Monthly Number of Hours during trading: 0, Monthly Duties: Reading Lions club is a non profit organization that bring awareness to eyecare and research. I will be a committee member and organizer for 5k road race held yearly. Responsibilities include promoting upcoming race and volunteering with setting up and supporting race related activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-23
S63 Uniform Securities Agent State Law Examination 2017-05-17
  • S66 Uniform Combined State Law Examination
    2018-08-23
  • S63 Uniform Securities Agent State Law Examination
    2017-05-17
Other Names
  • Surafeal T Wolday

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Burlington, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor