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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 2024-08-21
FL RA APPROVED 2024-08-07
  • TX RA
    APPROVED
    Since 2024-08-21
  • FL RA
    APPROVED
    Since 2024-08-07

Branch Locations

300 S Orange Ave, Orlando, FL 32801 • 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
Charles Schwab & Co., Inc. Orlando FL 06/2023 06/2024
Full-Time Education Saint Johns FL 08/2015 05/2017
Moe's Southwest Grill Saint Johns FL 05/2017 10/2019
Full-Time Education Orlando FL 07/2019 01/2020
Bento Asian Kitchen Orlando FL 01/2020 03/2020
Bento Asian Kitchen Jacksonville FL 03/2020 07/2020
Full-Time Education Orlando FL 07/2020 01/2021
Clickable Impact Orlando FL 01/2021 03/2021
Full-Time Education Orlando FL 03/2021 05/2021
Pat's Liquor Leaf & Wine Oviedo FL 05/2021 08/2021
Full-Time Education Orlando FL 08/2021 01/2022
Bounce Social House Orlando FL 01/2022 06/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 06/2024 Present
North Orlando Holding Inc Oviedo FL 05/2021 09/2021
University Of Central Florida Orlando FL 08/2019 05/2023
Bank Of America, N.A. Orlando FL 07/2024 Present
  • 06/2023 → 06/2024
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 08/2015 → 05/2017
    Full-Time Education
    Saint Johns, FL
  • 05/2017 → 10/2019
    Moe's Southwest Grill
    Saint Johns, FL
  • 07/2019 → 01/2020
    Full-Time Education
    Orlando, FL
  • 01/2020 → 03/2020
    Bento Asian Kitchen
    Orlando, FL
  • 03/2020 → 07/2020
    Bento Asian Kitchen
    Jacksonville, FL
  • 07/2020 → 01/2021
    Full-Time Education
    Orlando, FL
  • 01/2021 → 03/2021
    Clickable Impact
    Orlando, FL
  • 03/2021 → 05/2021
    Full-Time Education
    Orlando, FL
  • 05/2021 → 08/2021
    Pat's Liquor Leaf & Wine
    Oviedo, FL
  • 08/2021 → 01/2022
    Full-Time Education
    Orlando, FL
  • 01/2022 → 06/2023
    Bounce Social House
    Orlando, FL
  • 06/2024 → Present
    Orlando, FL
  • 05/2021 → 09/2021
    North Orlando Holding Inc
    Oviedo, FL
  • 08/2019 → 05/2023
    University Of Central Florida
    Orlando, FL
  • 07/2024 → Present
    Bank Of America, N.A.
    Orlando, FL
Other Businesses

I*3313310 Entity Type: Charitable Name of OBA: Maitland Rotary Art Festival Address: Maitland, FL 32751 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: The purpose of this organization is to organize and promote the Maitland Rotary Art Festival. My responsibility for this activity is to serve on the board to organize committees for activities responsible for promoting and organizing the Maitland Rotary Art Festival. I have been told that due to my role, I will not partake in any financial transactions, and will not be involved with money in any capacity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18
Other Names
  • Will Jordan
  • William Noah Jordan

View on SEC IAPD

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