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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 2024-08-12
NJ RA APPROVED 2024-08-02
  • TX RA
    APPROVED
    Since 2024-08-12
  • NJ RA
    APPROVED
    Since 2024-08-02

Branch Locations

1400 Route 23, Butler, NJ 07405 • United States

15 Yawpo Ave, Oakland, NJ 07436 • United States

1005 Hamburg Tpke, Wayne, NJ 07470 • 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 Montvale NJ 04/2024 Present
Northwell Health Labs New York NY 04/2018 09/2019
Zadies Bake Shop Fair Lawn NJ 08/2006 06/2018
Bank Of America Closter NJ 09/2019 04/2024
Bank Of America N.A. Montvale NJ 05/2024 Present
  • 04/2024 → Present
    Montvale, NJ
  • 04/2018 → 09/2019
    Northwell Health Labs
    New York, NY
  • 08/2006 → 06/2018
    Zadies Bake Shop
    Fair Lawn, NJ
  • 09/2019 → 04/2024
    Bank Of America
    Closter, NJ
  • 05/2024 → Present
    Bank Of America N.A.
    Montvale, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-01
  • S66 Uniform Combined State Law Examination
    2024-08-01

View on SEC IAPD

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