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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 2025-03-14
FL RA APPROVED 2025-03-06
  • TX RA
    APPROVED
    Since 2025-03-14
  • FL RA
    APPROVED
    Since 2025-03-06

Branch Locations

249 Royal Palm Way, Palm Beach, FL 33480 • 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
Massmutual Life Insurance Co Elmsford NY 10/2023 01/2025
Mml Investors Services, Llc Elmsford NY 12/2023 01/2025
Fairfield University Fairfield CT 09/2020 05/2024
Mutual Security Credit Union Shelton CT 05/2022 05/2023
Ridgewood Country Club Danbury CT 06/2020 01/2022
Big Y World Class Market New Milford CT 06/2018 08/2020
Unemployed Danbury CT 01/2013 05/2018
Unemployed Danbury CT 06/2023 09/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 02/2025 Present
Barnum Financial Group Elmsford NY 06/2023 10/2023
Barnum Financial Group Elmsford NY 10/2024 01/2025
Patrick Gallagher & Associates Wealth Management Elmsford NY 10/2023 05/2024
Bank Of America, N.A. Palm Beach FL 03/2025 Present
  • 10/2023 → 01/2025
    Massmutual Life Insurance Co
    Elmsford, NY
  • 12/2023 → 01/2025
    Mml Investors Services, Llc
    Elmsford, NY
  • 09/2020 → 05/2024
    Fairfield University
    Fairfield, CT
  • 05/2022 → 05/2023
    Mutual Security Credit Union
    Shelton, CT
  • 06/2020 → 01/2022
    Ridgewood Country Club
    Danbury, CT
  • 06/2018 → 08/2020
    Big Y World Class Market
    New Milford, CT
  • 01/2013 → 05/2018
    Unemployed
    Danbury, CT
  • 06/2023 → 09/2023
    Unemployed
    Danbury, CT
  • 02/2025 → Present
    Palm Beach, FL
  • 06/2023 → 10/2023
    Barnum Financial Group
    Elmsford, NY
  • 10/2024 → 01/2025
    Barnum Financial Group
    Elmsford, NY
  • 10/2023 → 05/2024
    Patrick Gallagher & Associates Wealth Management
    Elmsford, NY
  • 03/2025 → Present
    Bank Of America, N.A.
    Palm Beach, FL
Other Businesses

I*4530269 Entity Type: Charitable Name of OBA: Canterbury School Address: New Milford, Connecticut, 6776 Investment Related: No Position, Title, Association: Officer Employee Start Date: 05/16/2026 Number of Hours: 8, Monthly Number of Hours during trading: 2, Monthly Duties: I will be serving as the President of the Canterbury School Southern Florida Alumni Chapter, where our focus will be hosting events that embody my alma mater's five core values: Honesty, Respect, Compassion, Spirituality, and Self-Reliance. Events will vary from being socially-driven, service-based, or spiritual. The goal is to include alumni of all ages to celebrate a shared affinity for the school and its people. Coordinating events, targeted outreach, serving as host and conduit between participants and school.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2024-11-26
Other Names
  • Jackson Zavatsky
  • Jackson Russell Zavatsky

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