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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-07-30
TX RA APPROVED 2026-07-30
  • CT RA
    APPROVED
    Since 2026-07-30
  • TX RA
    APPROVED
    Since 2026-07-30

Branch Locations

100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • 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 Middleton MA 01/2024 07/2026
Accurent New York City NY 01/2025 05/2025
Medical Healthcare Solutions Andover MA 06/2023 12/2023
Andover Gulf Andover MA 03/2020 12/2023
Massachusetts State Government Andover MA 06/2021 08/2022
Andover Gulf Andover MA 01/2014 02/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 07/2026 Present
  • 01/2024 → 07/2026
    Middleton, MA
  • 01/2025 → 05/2025
    Accurent
    New York City, NY
  • 06/2023 → 12/2023
    Medical Healthcare Solutions
    Andover, MA
  • 03/2020 → 12/2023
    Andover Gulf
    Andover, MA
  • 06/2021 → 08/2022
    Massachusetts State Government
    Andover, MA
  • 01/2014 → 02/2020
    Andover Gulf
    Andover, MA
  • 07/2026 → Present
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-20
  • S66 Uniform Combined State Law Examination
    2026-04-20
Other Names
  • Jade M Dagher

View on SEC IAPD

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