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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 2025-02-25
  • TX RA
    APPROVED
    Since 2025-02-25

Branch Locations

4200 Amon Carter Blvd Ci Relationship Management, Fort Worth, TX 76155 • United States

2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • 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
Morgan Stanley Gilbert AZ 09/2023 11/2024
Pizza Hut Frisco TX 04/2017 07/2017
Mcdonalds Frisco TX 01/2018 06/2018
Dough Society Plano TX 06/2018 05/2019
Krispy Kreme Frisco TX 06/2019 08/2019
Uber Austin TX 01/2020 12/2022
Hays City Store / Tindol Driftwood TX 04/2021 06/2021
Encor Solar Pflugerville TX 07/2021 08/2021
Hawaiian Bros San Marcos TX 11/2021 04/2022
Beez Kneez Austin TX 09/2022 07/2023
Centennial High School Frisco TX 08/2015 06/2019
Texas State University San Marcos TX 08/2019 06/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 11/2024 Present
Little Guys Movers Inc San Marcos TX 08/2020 08/2020
Texas Roadhouse San Marcos TX 09/2022 09/2022
Bank Of America, N.A. Chandler AZ 01/2025 Present
  • 09/2023 → 11/2024
    Morgan Stanley
    Gilbert, AZ
  • 04/2017 → 07/2017
    Pizza Hut
    Frisco, TX
  • 01/2018 → 06/2018
    Mcdonalds
    Frisco, TX
  • 06/2018 → 05/2019
    Dough Society
    Plano, TX
  • 06/2019 → 08/2019
    Krispy Kreme
    Frisco, TX
  • 01/2020 → 12/2022
    Uber
    Austin, TX
  • 04/2021 → 06/2021
    Hays City Store / Tindol
    Driftwood, TX
  • 07/2021 → 08/2021
    Encor Solar
    Pflugerville, TX
  • 11/2021 → 04/2022
    Hawaiian Bros
    San Marcos, TX
  • 09/2022 → 07/2023
    Beez Kneez
    Austin, TX
  • 08/2015 → 06/2019
    Centennial High School
    Frisco, TX
  • 08/2019 → 06/2023
    Texas State University
    San Marcos, TX
  • 11/2024 → Present
    Chandler, AZ
  • 08/2020 → 08/2020
    Little Guys Movers Inc
    San Marcos, TX
  • 09/2022 → 09/2022
    Texas Roadhouse
    San Marcos, TX
  • 01/2025 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-31
S63 Uniform Securities Agent State Law Examination 2024-01-05
  • S66 Uniform Combined State Law Examination
    2024-12-31
  • S63 Uniform Securities Agent State Law Examination
    2024-01-05
Other Names
  • Dylan B Beard
  • Dylan Beard

View on SEC IAPD

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