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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 2026-04-07
OH RA APPROVED 2026-02-05
  • TX RA
    APPROVED
    Since 2026-04-07
  • OH RA
    APPROVED
    Since 2026-02-05

Branch Locations

9571 Mentor Ave, Mentor, OH 44060 • 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
J.P. Morgan Securities Llc Westlake OH 02/2023 02/2024
Jpmorgan Chase Bank Na Westlake OH 02/2023 02/2024
Triangle Movehome Mortgage Raleigh NC 04/2021 07/2021
Shamrock Home Loans Raleigh NC 07/2021 08/2021
Keller Williams Raleigh NC 06/2016 10/2016
Coastal Credit Union Raleigh NC 09/2021 01/2023
Nations Lending Corporation Raleigh NC 08/2019 04/2021
Pnc Bank Raleigh NC 10/2018 06/2019
Davis Automotive Solon OH 12/2016 07/2017
The Mens Club Raleigh Raleigh NC 09/2014 10/2016
Lorena Luca Raleigh NC 08/2013 12/2016
Nations Lending Corp. Independence OH 07/2017 10/2018
Unemployed Raleigh NC 07/2019 07/2019
Unemployed Raleigh NC 10/2016 12/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mentor OH 11/2025 Present
Premier Beauty Supply Northbrook IL 02/2024 10/2024
Nations Lending Corporation Independence OH 04/2024 11/2024
Unemployed North Ridgeville OH 11/2024 01/2025
Pcrk Group, Inc. Avon OH 01/2025 07/2025
Express Employment Professionals Mentor OH 07/2025 10/2025
Bank Of America, N.A. Mentor OH 01/2026 Present
  • 02/2023 → 02/2024
    J.P. Morgan Securities Llc
    Westlake, OH
  • 02/2023 → 02/2024
    Jpmorgan Chase Bank Na
    Westlake, OH
  • 04/2021 → 07/2021
    Triangle Movehome Mortgage
    Raleigh, NC
  • 07/2021 → 08/2021
    Shamrock Home Loans
    Raleigh, NC
  • 06/2016 → 10/2016
    Keller Williams
    Raleigh, NC
  • 09/2021 → 01/2023
    Coastal Credit Union
    Raleigh, NC
  • 08/2019 → 04/2021
    Nations Lending Corporation
    Raleigh, NC
  • 10/2018 → 06/2019
    Pnc Bank
    Raleigh, NC
  • 12/2016 → 07/2017
    Davis Automotive
    Solon, OH
  • 09/2014 → 10/2016
    The Mens Club Raleigh
    Raleigh, NC
  • 08/2013 → 12/2016
    Lorena Luca
    Raleigh, NC
  • 07/2017 → 10/2018
    Nations Lending Corp.
    Independence, OH
  • 07/2019 → 07/2019
    Unemployed
    Raleigh, NC
  • 10/2016 → 12/2016
    Unemployed
    Raleigh, NC
  • 11/2025 → Present
    Mentor, OH
  • 02/2024 → 10/2024
    Premier Beauty Supply
    Northbrook, IL
  • 04/2024 → 11/2024
    Nations Lending Corporation
    Independence, OH
  • 11/2024 → 01/2025
    Unemployed
    North Ridgeville, OH
  • 01/2025 → 07/2025
    Pcrk Group, Inc.
    Avon, OH
  • 07/2025 → 10/2025
    Express Employment Professionals
    Mentor, OH
  • 01/2026 → Present
    Bank Of America, N.A.
    Mentor, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-04
S63 Uniform Securities Agent State Law Examination 2023-04-25
  • S66 Uniform Combined State Law Examination
    2026-02-04
  • S63 Uniform Securities Agent State Law Examination
    2023-04-25
Other Names
  • Natalie Zinni
  • Natalie Rose Zinni

View on SEC IAPD

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