Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-11
CT RA APPROVED 2024-08-03
  • TX RA
    APPROVED
    Since 2024-10-11
  • CT RA
    APPROVED
    Since 2024-08-03

Branch Locations

157 Church St, New Haven, CT 06510 • 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 New Haven CT 04/2024 Present
Sensible Auto Financing Danbury CT 05/2023 10/2023
Ubs New York NY 06/2022 08/2022
Silver Springs Country Club Ridgefield CT 03/2021 01/2022
Dominos New Milford CT 01/2020 02/2022
Salz Pizzeria Bethel CT 10/2018 04/2019
Unemployed Danbury CT 10/2023 04/2024
Syracuse University Syracuse NY 08/2019 12/2023
Bethel High School Bethel CT 08/2015 06/2019
Bank Of America, N.A. New Haven CT 06/2024 Present
  • 04/2024 → Present
    New Haven, CT
  • 05/2023 → 10/2023
    Sensible Auto Financing
    Danbury, CT
  • 06/2022 → 08/2022
    Ubs
    New York, NY
  • 03/2021 → 01/2022
    Silver Springs Country Club
    Ridgefield, CT
  • 01/2020 → 02/2022
    Dominos
    New Milford, CT
  • 10/2018 → 04/2019
    Salz Pizzeria
    Bethel, CT
  • 10/2023 → 04/2024
    Unemployed
    Danbury, CT
  • 08/2019 → 12/2023
    Syracuse University
    Syracuse, NY
  • 08/2015 → 06/2019
    Bethel High School
    Bethel, CT
  • 06/2024 → Present
    Bank Of America, N.A.
    New Haven, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
  • S66 Uniform Combined State Law Examination
    2024-08-02

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Haven, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor