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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 2025-02-14
VA RA APPROVED 2025-02-03
  • TX RA
    APPROVED_RES
    Since 2025-02-14
  • VA RA
    APPROVED
    Since 2025-02-03

Branch Locations

1900 Duke St, Alexandria, VA 22314 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Mclean VA 07/2023 06/2024
Jpmorgan Chase Bank Na Mclean VA 07/2023 06/2024
New York Life Tysons Corners VA 03/2023 06/2023
X-Sport Fitness Woodbridge VA 05/2022 02/2023
Allen Myers Leesburg VA 04/2020 09/2020
Capital Fitness Fairfax VA 01/2021 03/2022
Vida Fitness Washington Dc DC 03/2022 05/2022
Home Depot Fairfax VA 02/2020 04/2020
Piasanos Manassas Inc Fairfax VA 05/2019 08/2019
Westminster School And Paul Vi Catholic High School Fairfax VA 07/2013 04/2019
Christopher Newport University Newport News VA 08/2019 02/2020
Christopher Newport University Fairfax VA 09/2020 12/2020
Lpl Financial Llc Arlington VA 06/2024 01/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 01/2025 Present
Yts Wealth Management Arlington VA 06/2024 01/2025
Urban Adventures Washington DC 03/2022 05/2022
Bank Of America, N.A. Vienna VA 02/2025 Present
  • 07/2023 → 06/2024
    J.P. Morgan Securities Llc
    Mclean, VA
  • 07/2023 → 06/2024
    Jpmorgan Chase Bank Na
    Mclean, VA
  • 03/2023 → 06/2023
    New York Life
    Tysons Corners, VA
  • 05/2022 → 02/2023
    X-Sport Fitness
    Woodbridge, VA
  • 04/2020 → 09/2020
    Allen Myers
    Leesburg, VA
  • 01/2021 → 03/2022
    Capital Fitness
    Fairfax, VA
  • 03/2022 → 05/2022
    Vida Fitness
    Washington Dc, DC
  • 02/2020 → 04/2020
    Home Depot
    Fairfax, VA
  • 05/2019 → 08/2019
    Piasanos Manassas Inc
    Fairfax, VA
  • 07/2013 → 04/2019
    Westminster School And Paul Vi Catholic High School
    Fairfax, VA
  • 08/2019 → 02/2020
    Christopher Newport University
    Newport News, VA
  • 09/2020 → 12/2020
    Christopher Newport University
    Fairfax, VA
  • 06/2024 → 01/2025
    Lpl Financial Llc
    Arlington, VA
  • 01/2025 → Present
    Vienna, VA
  • 06/2024 → 01/2025
    Yts Wealth Management
    Arlington, VA
  • 03/2022 → 05/2022
    Urban Adventures
    Washington, DC
  • 02/2025 → Present
    Bank Of America, N.A.
    Vienna, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2023-11-13
  • S66 Uniform Combined State Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2023-11-13
Other Names
  • Pablo Andres Morantes
  • Pablo Morantes
  • Pablo A Morantes

View on SEC IAPD

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