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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-01
  • FL RA
    APPROVED
    Since 2026-04-01

Branch Locations

101 E Kennedy Blvd Pbig - Florida Pwm Tampa, Tampa, FL 33602 • 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 Tampa FL 01/2026 Present
World Electric Supply Tampa FL 08/2024 11/2025
Unemployed Tampa FL 11/2025 01/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington FL 05/2023 08/2023
Georgetown University Washington DC 01/2021 05/2024
Supply Chain Equity Partners Tampa FL 08/2020 01/2021
Academy Of The Holy Names Tampa FL 07/2014 08/2020
Academy Of The Holy Names Tampa FL 01/2025 Present
Bank Of America, N.A. Tampa FL 01/2026 Present
  • 01/2026 → Present
    Tampa, FL
  • 08/2024 → 11/2025
    World Electric Supply
    Tampa, FL
  • 11/2025 → 01/2026
    Unemployed
    Tampa, FL
  • 05/2023 → 08/2023
    Washington, FL
  • 01/2021 → 05/2024
    Georgetown University
    Washington, DC
  • 08/2020 → 01/2021
    Supply Chain Equity Partners
    Tampa, FL
  • 07/2014 → 08/2020
    Academy Of The Holy Names
    Tampa, FL
  • 01/2025 → Present
    Academy Of The Holy Names
    Tampa, FL
  • 01/2026 → Present
    Bank Of America, N.A.
    Tampa, FL
Other Businesses

I*3453299 Entity Type: Entity Charitable Name of OBA: Academy of the Holy Names Address: Tampa, Florida, 33629 Investment Related: No Position, Title, Association: Employee Employee Start Date: 01/20/2025 Number of Hours: 8, Weekly Number of Hours during trading: 0, Weekly Duties: I am an assistant softball coach for the high school team at Academy of the Holy Names in Tampa, Florida. This is an after work hours activity where I run practices, and coach games. I coach practices from 5:30-7:00pm each weekday if there is not a game that day.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-31
  • S66 Uniform Combined State Law Examination
    2026-03-31

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