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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_RES 2024-09-24
CT RA APPROVED 2024-08-22
  • TX RA
    APPROVED_RES
    Since 2024-09-24
  • CT RA
    APPROVED
    Since 2024-08-22

Branch Locations

2 Pickwick Plz, Greenwich, CT 06830 • 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
Surety Title Agency Of Haddonfield Haddonfield NJ 06/2012 11/2019
Ubs Financial Services Philadelphia PA 05/2018 01/2019
The Bryn Mawr School Baltmiore MD 09/2016 05/2019
Ubs Financial Services New York NY 11/2019 08/2024
Loyola University Maryland Baltimore MD 09/2017 05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 08/2024 Present
Gap Inc Baltimore MD 06/2016 09/2016
  • 06/2012 → 11/2019
    Surety Title Agency Of Haddonfield
    Haddonfield, NJ
  • 05/2018 → 01/2019
    Ubs Financial Services
    Philadelphia, PA
  • 09/2016 → 05/2019
    The Bryn Mawr School
    Baltmiore, MD
  • 11/2019 → 08/2024
    Ubs Financial Services
    New York, NY
  • 09/2017 → 05/2019
    Loyola University Maryland
    Baltimore, MD
  • 08/2024 → Present
    Greenwich, CT
  • 06/2016 → 09/2016
    Gap Inc
    Baltimore, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-24
  • S66 Uniform Combined State Law Examination
    2021-03-24
Other Names
  • Abigail Montana Stevenson

View on SEC IAPD

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