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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 2024-10-22
FL RA APPROVED 2024-06-24
  • TX RA
    APPROVED
    Since 2024-10-22
  • FL RA
    APPROVED
    Since 2024-06-24

Branch Locations

2315 Parr Dr, Lady Lake, FL 32162 • 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 Lady Lake FL 04/2024 Present
Bank Of America Belleview FL 08/2023 04/2024
Bank Of America Orange City FL 12/2020 08/2023
Bank Of America Deland FL 10/2017 12/2020
Best Buy Orlando FL 08/2014 10/2017
University Of Central Florida Orlando FL 08/2014 05/2017
Bank Of America, N.A. Lady Lake FL 06/2024 Present
  • 04/2024 → Present
    Lady Lake, FL
  • 08/2023 → 04/2024
    Bank Of America
    Belleview, FL
  • 12/2020 → 08/2023
    Bank Of America
    Orange City, FL
  • 10/2017 → 12/2020
    Bank Of America
    Deland, FL
  • 08/2014 → 10/2017
    Best Buy
    Orlando, FL
  • 08/2014 → 05/2017
    University Of Central Florida
    Orlando, FL
  • 06/2024 → Present
    Bank Of America, N.A.
    Lady Lake, FL
Other Businesses

Name of the other businessG SWhether the business is investment-relatedNOAddress of the other business DELTONA FL 32725Nature of the other businessvloggingYour positionOWNERTitle, or relationship with the other businessSOLE PROPStart date of your relationship10/01/2023Approximate number of hours/month you devote to the other business4Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessI make vlogs and upload to youtube showcasing bits of my culture, daily life, community, etc. No financial advise nor mention of BAML givenName of the other businessHustle and flow luck llcWhether the business is investment-relatedNOAddress of the other businessSanford fl 32773Nature of the other businessFamily owned food distribution companyYour positionMgrTitle, or relationship with the other businessManaging member/partnerStart date of your relationship03/02/2023Approximate number of hours/month you devote to the other business4Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessDuties involve management of financials of sales, coordinating purchase orders, and handling expenses. I*3826266 Entity Type: Entity Charitable Name of OBA: Shree Krishna Mandir Address: OCALA, Florida, 34472 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/01/2026 Number of Hours: 3, Weekly Number of Hours during trading: 0, Weekly Duties: Shree Krishna Mandir is a Hindu temple that provides religious services to its members. As secretary I will be in charge of upkeeping the operational task of the congregation, recording of meeting minutes, coordination of religious activities, and report directly to the priest.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-21
  • S66 Uniform Combined State Law Examination
    2024-06-21

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