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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-16
NJ RA APPROVED 2017-10-10
TX RA APPROVED 2017-10-09
  • PA RA
    APPROVED
    Since 2024-09-16
  • NJ RA
    APPROVED
    Since 2017-10-10
  • TX RA
    APPROVED
    Since 2017-10-09

Branch Locations

1600 John F Kennedy Blvd, Philadelphia, PA 19103 • 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
Centenary University Hackettstown NJ 08/2013 05/2017
Jcz Cleaning Service Millstone Twp. NJ 01/2011 06/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 06/2017 Present
Bank Of America, N.A. Pennington NJ 08/2017 09/2024
Bank Of America, N.A. Philadelphia PA 09/2024 Present
  • 08/2013 → 05/2017
    Centenary University
    Hackettstown, NJ
  • 01/2011 → 06/2017
    Jcz Cleaning Service
    Millstone Twp., NJ
  • 06/2017 → Present
    Philadelphia, PA
  • 08/2017 → 09/2024
    Bank Of America, N.A.
    Pennington, NJ
  • 09/2024 → Present
    Bank Of America, N.A.
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-07
  • S66 Uniform Combined State Law Examination
    2017-10-07

View on SEC IAPD

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