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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-18
  • OH RA
    APPROVED
    Since 2026-08-18

Branch Locations

600 Grant St, Pittsburgh, PA 15219 • United States

2069 W 25Th St, Cleveland, OH 44113 • 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
Independence High School Independence OH 08/2014 05/2018
Independence Outdoor Pool Independence OH 05/2016 08/2017
Independence Service Department Independence OH 07/2016 08/2018
Toyota Motorcars University Heights OH 03/2018 12/2019
Champion One Independence OH 06/2020 09/2023
Kent State University Kent OH 08/2018 05/2020
Cleveland State University Cleveland OH 06/2020 05/2023
Guardian Life Insurance Company / Capital Planners Beachwood OH 10/2023 11/2025
Park Avenue Securities Beachwood OH 05/2025 11/2025
Cetera Investment Services Llc St Cloud MN 12/2025 07/2026
Cetera Investment Advisors Llc Independence OH 03/2026 07/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 07/2026 Present
  • 08/2014 → 05/2018
    Independence High School
    Independence, OH
  • 05/2016 → 08/2017
    Independence Outdoor Pool
    Independence, OH
  • 07/2016 → 08/2018
    Independence Service Department
    Independence, OH
  • 03/2018 → 12/2019
    Toyota Motorcars
    University Heights, OH
  • 06/2020 → 09/2023
    Champion One
    Independence, OH
  • 08/2018 → 05/2020
    Kent State University
    Kent, OH
  • 06/2020 → 05/2023
    Cleveland State University
    Cleveland, OH
  • 10/2023 → 11/2025
    Guardian Life Insurance Company / Capital Planners
    Beachwood, OH
  • 05/2025 → 11/2025
    Park Avenue Securities
    Beachwood, OH
  • 12/2025 → 07/2026
    Cetera Investment Services Llc
    St Cloud, MN
  • 03/2026 → 07/2026
    Cetera Investment Advisors Llc
    Independence, OH
  • 07/2026 → Present
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-03
  • S66 Uniform Combined State Law Examination
    2026-03-03
Other Names
  • Andrew Teribery

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