Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-05
GA RA APPROVED 2024-04-08
  • TX RA
    APPROVED
    Since 2024-07-05
  • GA RA
    APPROVED
    Since 2024-04-08

Branch Locations

3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • 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 Atlanta GA 05/2023 Present
Amazon, Inc. Columbus OH 05/2022 03/2023
Amazon, Inc. Cincinnati OH 06/2021 05/2022
Upmc Children's Hospital Of Pittsburgh Pittsburgh PA 07/2018 08/2019
University Of Kentucky Lexington KY 08/2016 05/2021
Beaver County Auto Beaver Falls PA 10/2014 05/2020
Bank Of America, N.A. Atlanta GA 07/2024 Present
  • 05/2023 → Present
    Atlanta, GA
  • 05/2022 → 03/2023
    Amazon, Inc.
    Columbus, OH
  • 06/2021 → 05/2022
    Amazon, Inc.
    Cincinnati, OH
  • 07/2018 → 08/2019
    Upmc Children's Hospital Of Pittsburgh
    Pittsburgh, PA
  • 08/2016 → 05/2021
    University Of Kentucky
    Lexington, KY
  • 10/2014 → 05/2020
    Beaver County Auto
    Beaver Falls, PA
  • 07/2024 → Present
    Bank Of America, N.A.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-04
  • S66 Uniform Combined State Law Examination
    2024-04-04

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor