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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 2024-08-06
TX RA APPROVED 2024-08-06
  • CT RA
    APPROVED
    Since 2024-08-06
  • TX RA
    APPROVED
    Since 2024-08-06

Branch Locations

342 Washington St, Wellesley, MA 02481 • 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 Wellesley MA 06/2023 Present
Blue Lake Capital Westwood MA 05/2023 06/2023
Win At Life Llc Natick MA 05/2021 04/2023
Mcgill University Montreal 09/2017 05/2021
Billy Clark Creative Management New York NY 05/2019 07/2019
Pantry Pizza Kitchen Boston MA 05/2015 09/2017
Mcgill University Rowing Club Montreal 08/2018 02/2020
Tabletop Menu Quincy MA 08/2016 07/2017
Bank Of America, N.A. Wellesley MA 06/2024 Present
  • 06/2023 → Present
    Wellesley, MA
  • 05/2023 → 06/2023
    Blue Lake Capital
    Westwood, MA
  • 05/2021 → 04/2023
    Win At Life Llc
    Natick, MA
  • 09/2017 → 05/2021
    Mcgill University
    Montreal
  • 05/2019 → 07/2019
    Billy Clark Creative Management
    New York, NY
  • 05/2015 → 09/2017
    Pantry Pizza Kitchen
    Boston, MA
  • 08/2018 → 02/2020
    Mcgill University Rowing Club
    Montreal
  • 08/2016 → 07/2017
    Tabletop Menu
    Quincy, MA
  • 06/2024 → Present
    Bank Of America, N.A.
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-27
  • S66 Uniform Combined State Law Examination
    2024-06-27

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