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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-02
TX RA APPROVED 2024-10-02
  • CA RA
    APPROVED
    Since 2024-10-02
  • TX RA
    APPROVED
    Since 2024-10-02

Branch Locations

2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • 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 Chandler AZ 05/2024 Present
Red Robin Mesa AZ 08/2018 05/2024
Jewish Community Center Irvine CA 12/2017 06/2018
Jack In The Box Irvine CA 03/2017 11/2017
Unemployed Irvine CA 04/2000 03/2017
University High School Irvine CA 05/2015 06/2018
Bank Of America, N.A. Chandler AZ 11/2025 Present
  • 05/2024 → Present
    Chandler, AZ
  • 08/2018 → 05/2024
    Red Robin
    Mesa, AZ
  • 12/2017 → 06/2018
    Jewish Community Center
    Irvine, CA
  • 03/2017 → 11/2017
    Jack In The Box
    Irvine, CA
  • 04/2000 → 03/2017
    Unemployed
    Irvine, CA
  • 05/2015 → 06/2018
    University High School
    Irvine, CA
  • 11/2025 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-17
  • S66 Uniform Combined State Law Examination
    2024-09-17

View on SEC IAPD

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