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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 2024-08-20
OH RA APPROVED 2024-06-06
  • TX RA
    APPROVED
    Since 2024-08-20
  • OH RA
    APPROVED
    Since 2024-06-06

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

4908 Whiteford Rd, Toledo, OH 43623 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo OH 01/2024 Present
Microsoft Redmond WA 11/2021 09/2023
Herc Rentals Fife WA 06/2021 11/2021
Interclean Equipment Ypsilanti MI 10/2020 02/2021
Fastenal Toledo OH 12/2019 04/2020
Hilti North America Kansas City MO 05/2019 08/2019
Art Van Furniture Holland OH 01/2018 05/2019
Midwest Mobility Solutions Toledo OH 09/2016 01/2018
University Of Toledo Toledo OH 08/2016 05/2020
Unemployed Lambertville MI 09/2023 01/2024
Unemployed Lambertville MI 04/2020 10/2020
Unemployed Lambertville MI 08/2019 12/2019
Unemployed Lambertville MI 02/2021 06/2021
Bank Of America, N.A. Toledo OH 01/2024 Present
  • 01/2024 → Present
    Toledo, OH
  • 11/2021 → 09/2023
    Microsoft
    Redmond, WA
  • 06/2021 → 11/2021
    Herc Rentals
    Fife, WA
  • 10/2020 → 02/2021
    Interclean Equipment
    Ypsilanti, MI
  • 12/2019 → 04/2020
    Fastenal
    Toledo, OH
  • 05/2019 → 08/2019
    Hilti North America
    Kansas City, MO
  • 01/2018 → 05/2019
    Art Van Furniture
    Holland, OH
  • 09/2016 → 01/2018
    Midwest Mobility Solutions
    Toledo, OH
  • 08/2016 → 05/2020
    University Of Toledo
    Toledo, OH
  • 09/2023 → 01/2024
    Unemployed
    Lambertville, MI
  • 04/2020 → 10/2020
    Unemployed
    Lambertville, MI
  • 08/2019 → 12/2019
    Unemployed
    Lambertville, MI
  • 02/2021 → 06/2021
    Unemployed
    Lambertville, MI
  • 01/2024 → Present
    Bank Of America, N.A.
    Toledo, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-04
  • S66 Uniform Combined State Law Examination
    2024-06-04

View on SEC IAPD

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