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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 2025-07-09
  • TX RA
    APPROVED
    Since 2025-07-09

Branch Locations

13355 Noel Rd, Dallas, TX 75240 • 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
Equitable Advisors, Llc New York NY 01/2024 05/2025
Twin Peaks Restaurant Grand Prairie TX 05/2023 05/2024
University Of Texas At Arlington Arlington TX 08/2019 05/2023
Enterprise Rent-A-Car Arlington TX 05/2022 08/2022
Q Car Wash Arlington TX 09/2021 02/2022
In-N-Out Burger Arlington TX 06/2019 04/2021
Arlington High School Arlington TX 06/2017 05/2019
Bed Bath & Beyond Arlington TX 06/2018 09/2018
Uplift Summit International Preparatory Arlington TX 08/2006 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 06/2025 Present
Bank Of America, N.A. Dallas TX 08/2025 Present
  • 01/2024 → 05/2025
    New York, NY
  • 05/2023 → 05/2024
    Twin Peaks Restaurant
    Grand Prairie, TX
  • 08/2019 → 05/2023
    University Of Texas At Arlington
    Arlington, TX
  • 05/2022 → 08/2022
    Enterprise Rent-A-Car
    Arlington, TX
  • 09/2021 → 02/2022
    Q Car Wash
    Arlington, TX
  • 06/2019 → 04/2021
    In-N-Out Burger
    Arlington, TX
  • 06/2017 → 05/2019
    Arlington High School
    Arlington, TX
  • 06/2018 → 09/2018
    Bed Bath & Beyond
    Arlington, TX
  • 08/2006 → 05/2017
    Uplift Summit International Preparatory
    Arlington, TX
  • 06/2025 → Present
    Dallas, TX
  • 08/2025 → Present
    Bank Of America, N.A.
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
S63 Uniform Securities Agent State Law Examination 2024-04-22
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09
  • S63 Uniform Securities Agent State Law Examination
    2024-04-22

View on SEC IAPD

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