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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 2024-12-18
NJ RA APPROVED 2024-12-02
  • TX RA
    APPROVED
    Since 2024-12-18
  • NJ RA
    APPROVED
    Since 2024-12-02

Branch Locations

7 Roszel Rd, Princeton, NJ 08540 • 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
Equitable Advisors, Llc. New York NY 08/2023 10/2024
Protiviti/ Robert Half Woodbridge NJ 12/2021 12/2022
Kroll/ Robert Half New York NY 03/2022 12/2022
Berkley Cyber Risk Solutions Morristown NJ 05/2020 08/2020
Berkley Cyber Risk Solutions Morristown NJ 05/2019 08/2019
9Round Kickboxing Fitness Green Brook NJ 05/2019 08/2019
Loeffler Pools Green Brook NJ 06/2018 12/2020
Perkins Restaurant & Bakery Green Brook NJ 07/2016 11/2016
St. Joseph High School Metuchen NJ 07/2013 05/2017
Pennsylvania State University State College PA 08/2017 05/2021
Unemployed Green Brook NJ 01/2023 07/2023
Unemployed Green Brook NJ 06/2021 11/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 10/2024 Present
Bank Of America, N.A. Princeton NJ 12/2024 Present
  • 08/2023 → 10/2024
    New York, NY
  • 12/2021 → 12/2022
    Protiviti/ Robert Half
    Woodbridge, NJ
  • 03/2022 → 12/2022
    Kroll/ Robert Half
    New York, NY
  • 05/2020 → 08/2020
    Berkley Cyber Risk Solutions
    Morristown, NJ
  • 05/2019 → 08/2019
    Berkley Cyber Risk Solutions
    Morristown, NJ
  • 05/2019 → 08/2019
    9Round Kickboxing Fitness
    Green Brook, NJ
  • 06/2018 → 12/2020
    Loeffler Pools
    Green Brook, NJ
  • 07/2016 → 11/2016
    Perkins Restaurant & Bakery
    Green Brook, NJ
  • 07/2013 → 05/2017
    St. Joseph High School
    Metuchen, NJ
  • 08/2017 → 05/2021
    Pennsylvania State University
    State College, PA
  • 01/2023 → 07/2023
    Unemployed
    Green Brook, NJ
  • 06/2021 → 11/2021
    Unemployed
    Green Brook, NJ
  • 10/2024 → Present
    Princeton, NJ
  • 12/2024 → Present
    Bank Of America, N.A.
    Princeton, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-09
  • S66 Uniform Combined State Law Examination
    2023-10-09

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