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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_RES 2025-04-08
PA RA APPROVED 2025-02-10
  • TX RA
    APPROVED_RES
    Since 2025-04-08
  • PA RA
    APPROVED
    Since 2025-02-10

Branch Locations

1600 Jfk Blvd, Philadelphia, PA 19103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 05/2024 Present
Merrill Lynch Apprenticeship: Yupro Agency Pennington NJ 04/2024 05/2024
Merrill Lynch Year Up Internship Pennington NJ 01/2024 04/2024
Controla Dance Llc Philadelphia PA 08/2020 Present
Cortek Inc. Intern Fredericksburg VA 04/2020 12/2023
Think Food Group: Jaleo Dc Restaurant Washington DC 04/2018 10/2018
Unemployed Lancaster PA 11/2018 04/2020
Bucknell University Lewisburg PA 08/2014 05/2019
Joanne Renzi Aerobics Inc Philadelphia PA 09/2021 03/2022
Bank Of America, N.A. Philadelphia PA 07/2024 Present
  • 05/2024 → Present
    Philadelphia, PA
  • 04/2024 → 05/2024
    Merrill Lynch Apprenticeship: Yupro Agency
    Pennington, NJ
  • 01/2024 → 04/2024
    Merrill Lynch Year Up Internship
    Pennington, NJ
  • 08/2020 → Present
    Controla Dance Llc
    Philadelphia, PA
  • 04/2020 → 12/2023
    Cortek Inc. Intern
    Fredericksburg, VA
  • 04/2018 → 10/2018
    Think Food Group: Jaleo Dc Restaurant
    Washington, DC
  • 11/2018 → 04/2020
    Unemployed
    Lancaster, PA
  • 08/2014 → 05/2019
    Bucknell University
    Lewisburg, PA
  • 09/2021 → 03/2022
    Joanne Renzi Aerobics Inc
    Philadelphia, PA
  • 07/2024 → Present
    Bank Of America, N.A.
    Philadelphia, PA
Other Businesses

-Controla Dance LLC DBA Controla Dance Academy -No business is not investment related -Philadelphia, PA 19147 -Entertainment/ Performing Arts: Latin Dance Academy -My role: Owner & Director -I'm the owner of the small business -08/01/2020 - Present -6-15 hours a week so 24-60 hours a month (between Tues-Thurs 6-9pm) -0 hours dedicated during securities trading hours -I oversee a small staff of 5 part time independent contractors that report to me. They handle the admin work for the studio and teach the weekly dance classes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-05
  • S66 Uniform Combined State Law Examination
    2025-02-05
Other Names
  • Paola Gonzalez
  • Paola Sierra
  • Paola Gonzalez-Sierra

View on SEC IAPD

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