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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_RES 2024-07-08
FL RA APPROVED 2024-07-01
  • TX RA
    APPROVED_RES
    Since 2024-07-08
  • FL RA
    APPROVED
    Since 2024-07-01

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 01/2024 Present
Merrill Edge Jacksonville FL 07/2023 01/2024
Ponte Vedra Inn And Club Ponte Vedra Beach FL 02/2022 07/2023
Zulu Logistix Jacksonville FL 08/2021 02/2022
New York State Solar Ronkonkoma NY 02/2021 05/2021
Instacart Port Jefferson Station NY 05/2021 08/2021
Costco Nesconset NY 08/2020 06/2021
Karvers Bar And Grille Holbrook NY 07/2019 01/2020
Unemployed Port Jefferson Station NY 12/2019 04/2020
Amazon Lake Grove NY 04/2020 08/2020
Del Fuego St. James NY 08/2016 03/2019
Bamboo Bar And Grille Freeport NY 02/2017 08/2017
The Bench Stony Brook NY 07/2016 01/2017
Stony Brook University Stony Brook NY 05/2013 12/2019
Florida State College Jacksonville FL 12/2022 04/2023
Suffolk County Community College Selden NY 08/2020 12/2020
Bank Of America, N.A. Jacksonville FL 09/2025 Present
  • 01/2024 → Present
    Jacksonville, FL
  • 07/2023 → 01/2024
    Merrill Edge
    Jacksonville, FL
  • 02/2022 → 07/2023
    Ponte Vedra Inn And Club
    Ponte Vedra Beach, FL
  • 08/2021 → 02/2022
    Zulu Logistix
    Jacksonville, FL
  • 02/2021 → 05/2021
    New York State Solar
    Ronkonkoma, NY
  • 05/2021 → 08/2021
    Instacart
    Port Jefferson Station, NY
  • 08/2020 → 06/2021
    Costco
    Nesconset, NY
  • 07/2019 → 01/2020
    Karvers Bar And Grille
    Holbrook, NY
  • 12/2019 → 04/2020
    Unemployed
    Port Jefferson Station, NY
  • 04/2020 → 08/2020
    Amazon
    Lake Grove, NY
  • 08/2016 → 03/2019
    Del Fuego
    St. James, NY
  • 02/2017 → 08/2017
    Bamboo Bar And Grille
    Freeport, NY
  • 07/2016 → 01/2017
    The Bench
    Stony Brook, NY
  • 05/2013 → 12/2019
    Stony Brook University
    Stony Brook, NY
  • 12/2022 → 04/2023
    Florida State College
    Jacksonville, FL
  • 08/2020 → 12/2020
    Suffolk County Community College
    Selden, NY
  • 09/2025 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2024-06-28
Other Names
  • Mattheweric Ibarre Villapando

View on SEC IAPD

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