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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 2024-01-31
MI RA APPROVED 2023-12-19
  • TX RA
    APPROVED
    Since 2024-01-31
  • MI RA
    APPROVED
    Since 2023-12-19

Branch Locations

750 Trade Centre Way, Portage, MI 49002 • 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 Portage MI 09/2023 Present
Big Apple Bagels Portage MI 03/2023 09/2023
Unemployed New Orleans LA 12/2022 03/2023
Equest Farms New Orleans LA 06/2022 12/2022
City Year New Orleans LA 07/2021 06/2022
Big Apple Bagels Portage MI 02/2020 07/2021
Study Abroad Quito 08/2019 02/2020
Camp Wakeshma Three Rivers MI 06/2019 08/2019
Big Apple Bagels Portage MI 09/2018 06/2019
Camp Wakeshma Three Rivers MI 06/2018 09/2018
Kalamazoo College Kalamazoo MI 09/2017 06/2021
Kalamazoo College Kalamazoo MI 09/2020 06/2021
Camp Wakeshma Three Rivers MI 06/2017 08/2017
Mattawan Consolidated School Mattawan MI 09/2013 06/2017
Bounceland Kalamazoo MI 02/2017 06/2017
Bank Of America N.A. Portage MI 11/2023 Present
  • 09/2023 → Present
    Portage, MI
  • 03/2023 → 09/2023
    Big Apple Bagels
    Portage, MI
  • 12/2022 → 03/2023
    Unemployed
    New Orleans, LA
  • 06/2022 → 12/2022
    Equest Farms
    New Orleans, LA
  • 07/2021 → 06/2022
    City Year
    New Orleans, LA
  • 02/2020 → 07/2021
    Big Apple Bagels
    Portage, MI
  • 08/2019 → 02/2020
    Study Abroad
    Quito
  • 06/2019 → 08/2019
    Camp Wakeshma
    Three Rivers, MI
  • 09/2018 → 06/2019
    Big Apple Bagels
    Portage, MI
  • 06/2018 → 09/2018
    Camp Wakeshma
    Three Rivers, MI
  • 09/2017 → 06/2021
    Kalamazoo College
    Kalamazoo, MI
  • 09/2020 → 06/2021
    Kalamazoo College
    Kalamazoo, MI
  • 06/2017 → 08/2017
    Camp Wakeshma
    Three Rivers, MI
  • 09/2013 → 06/2017
    Mattawan Consolidated School
    Mattawan, MI
  • 02/2017 → 06/2017
    Bounceland
    Kalamazoo, MI
  • 11/2023 → Present
    Bank Of America N.A.
    Portage, MI
Other Businesses

I*2762298, Entity Type:Profit, Name of OBA: Cedar Lodge LLC, Address: Lawrence, MI 49064, Investment Related: Np, Position, Title, Association: Employee, Employee Start Date: 08/23/2025, No Hours: 12 hrs/monthly, No Hours during trading: 0 Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-18
  • S66 Uniform Combined State Law Examination
    2023-12-18

View on SEC IAPD

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