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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 2025-07-07
NH RA APPROVED 2025-06-30
  • TX RA
    APPROVED
    Since 2025-07-07
  • NH RA
    APPROVED
    Since 2025-06-30

Branch Locations

900 Elm St, Manchester, NH 03101 • 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 Manchester NH 04/2025 Present
Merrimack College North Andover MA 08/2021 12/2024
Vestmark, Inc Wakefield MA 06/2024 08/2024
Lpl Financial Remote CA 05/2023 08/2023
Haverhill Public Schools Haverhill MA 06/2022 07/2022
Haverhill Public Schools Haverhill MA 06/2021 08/2021
Haverhill High School Haverhill MA 08/2017 06/2021
Haverhill Public Schools Haverhill MA 06/2019 08/2019
Opal And Oak Haverhill MA 09/2021 05/2022
John Greenleaf Whittier Middle School Haverhill MA 02/2015 06/2019
Unemployed Haverhill MA 01/2025 03/2025
Bank Of America, N.A. Manchester NH 06/2025 Present
  • 04/2025 → Present
    Manchester, NH
  • 08/2021 → 12/2024
    Merrimack College
    North Andover, MA
  • 06/2024 → 08/2024
    Vestmark, Inc
    Wakefield, MA
  • 05/2023 → 08/2023
    Lpl Financial
    Remote, CA
  • 06/2022 → 07/2022
    Haverhill Public Schools
    Haverhill, MA
  • 06/2021 → 08/2021
    Haverhill Public Schools
    Haverhill, MA
  • 08/2017 → 06/2021
    Haverhill High School
    Haverhill, MA
  • 06/2019 → 08/2019
    Haverhill Public Schools
    Haverhill, MA
  • 09/2021 → 05/2022
    Opal And Oak
    Haverhill, MA
  • 02/2015 → 06/2019
    John Greenleaf Whittier Middle School
    Haverhill, MA
  • 01/2025 → 03/2025
    Unemployed
    Haverhill, MA
  • 06/2025 → Present
    Bank Of America, N.A.
    Manchester, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-30
  • S66 Uniform Combined State Law Examination
    2025-06-30

View on SEC IAPD

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