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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-30
TX RA APPROVED 2025-06-30
  • NC RA
    APPROVED
    Since 2025-06-30
  • TX RA
    APPROVED
    Since 2025-06-30

Branch Locations

13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States

One Bryant Park, New York, NY 10036 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 08/2024 Present
Au Pro Lacrosse Sparks MD 02/2024 08/2024
Morgan Stanley Baltimore MD 07/2023 08/2023
Cbre Baltimore MD 07/2022 08/2022
Ecd Lacrosse Timonium MD 06/2020 08/2021
Misty Valley Hunt Valley MD 06/2020 08/2020
Fx Studios Hunt Valley MD 04/2019 01/2020
Roseda Farms Sparks MD 06/2017 08/2019
James Madison University Harrisonburg VA 08/2023 07/2024
James Madison University Harrisonburg VA 08/2022 07/2023
James Madison University Harrisonburg VA 08/2021 07/2022
James Madison University Harrisonburg VA 08/2020 05/2021
James Madison University Harrisonburg VA 08/2019 06/2020
Hereford High School Hereford MD 12/2014 04/2019
Coppermine Fieldhouse Baltimore MD 12/2023 12/2023
  • 08/2024 → Present
    Charlotte, NC
  • 02/2024 → 08/2024
    Au Pro Lacrosse
    Sparks, MD
  • 07/2023 → 08/2023
    Morgan Stanley
    Baltimore, MD
  • 07/2022 → 08/2022
    Cbre
    Baltimore, MD
  • 06/2020 → 08/2021
    Ecd Lacrosse
    Timonium, MD
  • 06/2020 → 08/2020
    Misty Valley
    Hunt Valley, MD
  • 04/2019 → 01/2020
    Fx Studios
    Hunt Valley, MD
  • 06/2017 → 08/2019
    Roseda Farms
    Sparks, MD
  • 08/2023 → 07/2024
    James Madison University
    Harrisonburg, VA
  • 08/2022 → 07/2023
    James Madison University
    Harrisonburg, VA
  • 08/2021 → 07/2022
    James Madison University
    Harrisonburg, VA
  • 08/2020 → 05/2021
    James Madison University
    Harrisonburg, VA
  • 08/2019 → 06/2020
    James Madison University
    Harrisonburg, VA
  • 12/2014 → 04/2019
    Hereford High School
    Hereford, MD
  • 12/2023 → 12/2023
    Coppermine Fieldhouse
    Baltimore, MD
Other Businesses

I*: 2116344 Entity Type: General Partnership Name: WLL Investment-related: No Address: El Segundo, CA Title, or relationship with the other business: Athlete Start date of your relationship: 02/08/2025 Hours/month you devote to the other business: 2 Annually Hours you devote to the other business during securities trading hours: 8 hours during the one week in February Duties relating to the other business: I am also a professional women's lacrosse player. When the WLL takes place from February 8th to February 17th I will compete in practices and games. I*: 1977274 Entity Type: Sole Proprietorship Name: I P Lacrosse training Investment-related: No Address: Belmont, NC Title, or relationship with the other business: Owner/coach Start date of your relationship: 06/01/2019 Hours/month you devote to the other business: 6 Weekly Hours you devote to the other business during securities trading hours: 0 Duties relating to the other business: I train girls in lacrosse in clinics and small group sessions

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
  • S66 Uniform Combined State Law Examination
    2025-05-16
Other Names
  • Isabella R Peterson

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