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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 2026-03-06
NY RA APPROVED 2026-02-04
  • TX RA
    APPROVED
    Since 2026-03-06
  • NY RA
    APPROVED
    Since 2026-02-04

Branch Locations

994 Middle Country Rd, Selden, NY 11784 • United States

300 Union Ave, Holbrook, NY 11741 • 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
Pruco Securities Llc Boca Raton FL 06/2023 11/2023
Pnc Bank Jensen Beach FL 11/2021 12/2023
One Stop Health Shop Port St Lucie FL 06/2020 05/2023
7 Eleven Hobe Sound FL 11/2021 02/2022
Home Depot Port St Lucie FL 10/2020 11/2021
Port St Lucie Management Port St Lucie FL 02/2021 06/2021
Unemployed Buffalo NY 03/2019 10/2019
Sprint Buffalo NY 10/2019 01/2020
Jacobs School Of Medicine And Biomedical Science Buffalo NY 08/2018 03/2019
Independent Group Home Living East Moriches NY 02/2017 02/2019
Maryhaven Center Of Hope Manorville NY 01/2018 08/2018
Family Residence And Essentials Enterprises Old Bethpage NY 02/2016 02/2017
Unemployed Port St Lucie FL 01/2020 06/2020
Pruco Securities Llc Mount Sinai NY 04/2024 11/2024
Rise Life Services Riverhead NY 03/2024 05/2025
Family Residence And Essentials Enterprises Old Bethpage NY 04/2024 08/2024
Ny State Solar Hicksville NY 02/2024 02/2024
The Prudential Insurance Company Of America Mount Sinai NY 08/2024 01/2026
Lpl Enterprise, Llc Fort Mill SC 11/2024 01/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Commack NY 01/2026 Present
Gold Coast Valet Shirley NY 05/2025 Present
Alliance Services For Tbi Bellerose NY 10/2025 Present
Bank Of America, N.A. Commack NY 03/2026 Present
  • 06/2023 → 11/2023
    Boca Raton, FL
  • 11/2021 → 12/2023
    Pnc Bank
    Jensen Beach, FL
  • 06/2020 → 05/2023
    One Stop Health Shop
    Port St Lucie, FL
  • 11/2021 → 02/2022
    7 Eleven
    Hobe Sound, FL
  • 10/2020 → 11/2021
    Home Depot
    Port St Lucie, FL
  • 02/2021 → 06/2021
    Port St Lucie Management
    Port St Lucie, FL
  • 03/2019 → 10/2019
    Unemployed
    Buffalo, NY
  • 10/2019 → 01/2020
    Sprint
    Buffalo, NY
  • 08/2018 → 03/2019
    Jacobs School Of Medicine And Biomedical Science
    Buffalo, NY
  • 02/2017 → 02/2019
    Independent Group Home Living
    East Moriches, NY
  • 01/2018 → 08/2018
    Maryhaven Center Of Hope
    Manorville, NY
  • 02/2016 → 02/2017
    Family Residence And Essentials Enterprises
    Old Bethpage, NY
  • 01/2020 → 06/2020
    Unemployed
    Port St Lucie, FL
  • 04/2024 → 11/2024
    Mount Sinai, NY
  • 03/2024 → 05/2025
    Rise Life Services
    Riverhead, NY
  • 04/2024 → 08/2024
    Family Residence And Essentials Enterprises
    Old Bethpage, NY
  • 02/2024 → 02/2024
    Ny State Solar
    Hicksville, NY
  • 08/2024 → 01/2026
    The Prudential Insurance Company Of America
    Mount Sinai, NY
  • 11/2024 → 01/2026
    Fort Mill, SC
  • 01/2026 → Present
    Commack, NY
  • 05/2025 → Present
    Gold Coast Valet
    Shirley, NY
  • 10/2025 → Present
    Alliance Services For Tbi
    Bellerose, NY
  • 03/2026 → Present
    Bank Of America, N.A.
    Commack, NY
Previous Registrations
Other Businesses

I*3691287, Entity Type Entity For Profit, Name of OBA: Alliance Services for TBI Address: BelleroseNew York11426 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 10/01/2025 No Hours: 8 monthly No Hours during trading: 0 Duties: I was tasked assisting the Quality Assurance department with recordkeeping by filing paperwork aggregated to be archived. The company is responsible for providing home healthcare services to individuals in need of rehab and care coordination services in the community. I*3691290, Entity Type Entity For Profit, Name of OBA: Gold Coast Valet Address: ShirleyNew York11967 Investment Related: No Position, Title, Association: Employee Employee Start Date: 05/16/2025 No Hours: 8 monthly No Hours during trading: 0 Duties: Assist patrons with parking and locating their car. I would also assist with traffic direction at select venues. The company is responsible for valeting the vehicles of patrons and directing traffic at hired venues. The company is responsible for valeting the vehicles of patrons and directing traffic at hired venues.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-09
  • S66 Uniform Combined State Law Examination
    2024-06-09

View on SEC IAPD

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