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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 2024-07-05
NY RA APPROVED 2024-05-13
  • TX RA
    APPROVED
    Since 2024-07-05
  • NY RA
    APPROVED
    Since 2024-05-13

Branch Locations

26 Century Hill Dr, Latham, NY 12110 • 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
Shenandoah Csd-Hs Clifton Park NY 09/2015 06/2019
Players Park Golf Clifton Park NY 04/2016 09/2018
Paulies Pizza Shop Clifton Park NY 10/2018 03/2021
Thomas Rupert Sf Agency Clifton Park NY 03/2019 08/2023
Halliday Financial, Llc Clifton Park NY 09/2023 03/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 04/2024 Present
State Farm Ins Agency Clifton Park NY 03/2019 08/2023
Siena College Loudonville NY 09/2020 06/2023
'UNiversity Of Rhode Island South Kingston RI 09/2019 08/2020
Bank Of America N.A. Latham NY 05/2024 Present
  • 09/2015 → 06/2019
    Shenandoah Csd-Hs
    Clifton Park, NY
  • 04/2016 → 09/2018
    Players Park Golf
    Clifton Park, NY
  • 10/2018 → 03/2021
    Paulies Pizza Shop
    Clifton Park, NY
  • 03/2019 → 08/2023
    Thomas Rupert Sf Agency
    Clifton Park, NY
  • 09/2023 → 03/2024
    Halliday Financial, Llc
    Clifton Park, NY
  • 04/2024 → Present
    Latham, NY
  • 03/2019 → 08/2023
    State Farm Ins Agency
    Clifton Park, NY
  • 09/2020 → 06/2023
    Siena College
    Loudonville, NY
  • 09/2019 → 08/2020
    'UNiversity Of Rhode Island
    South Kingston, RI
  • 05/2024 → Present
    Bank Of America N.A.
    Latham, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-12
  • S66 Uniform Combined State Law Examination
    2023-12-12
Other Names
  • Zachary Thomas Rupert

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