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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-07-09
NJ RA APPROVED 2025-06-02
TX RA APPROVED 2024-10-11
NY RA APPROVED 2024-08-14
  • MT RA
    APPROVED
    Since 2026-07-09
  • NJ RA
    APPROVED
    Since 2025-06-02
  • TX RA
    APPROVED
    Since 2024-10-11
  • NY RA
    APPROVED
    Since 2024-08-14

Branch Locations

115 W Century Rd, Paramus, NJ 07652 • 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 Bronx NY 04/2024 Present
Crestron Electronics Rockleigh NJ 08/2022 04/2024
Crestron Electronics Rockleigh NJ 05/2021 08/2021
Crestron Electronics Rockleigh NJ 05/2020 08/2020
University Of Delaware Newark DE 09/2018 05/2022
Northern Valley Demarest High School Demarest NJ 09/2014 06/2018
Summer - N/A Haworth NJ 06/2018 09/2018
Summer - N/A Haworth NJ 05/2022 08/2022
Bank Of America, N.A. New York NY 06/2024 Present
  • 04/2024 → Present
    Bronx, NY
  • 08/2022 → 04/2024
    Crestron Electronics
    Rockleigh, NJ
  • 05/2021 → 08/2021
    Crestron Electronics
    Rockleigh, NJ
  • 05/2020 → 08/2020
    Crestron Electronics
    Rockleigh, NJ
  • 09/2018 → 05/2022
    University Of Delaware
    Newark, DE
  • 09/2014 → 06/2018
    Northern Valley Demarest High School
    Demarest, NJ
  • 06/2018 → 09/2018
    Summer - N/A
    Haworth, NJ
  • 05/2022 → 08/2022
    Summer - N/A
    Haworth, NJ
  • 06/2024 → Present
    Bank Of America, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-13
  • S66 Uniform Combined State Law Examination
    2024-08-13
Other Names
  • Jake Heitzner

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