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 2025-11-11
NY RA APPROVED 2025-09-03
  • TX RA
    APPROVED
    Since 2025-11-11
  • NY RA
    APPROVED
    Since 2025-09-03

Branch Locations

300 Broadhollow Rd, Melville, NY 11747 • 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
J.P. Morgan Securities Llc Greenvale NY 05/2024 06/2025
Jpmorgan Chase Bank, N.A. Greenvale NY 05/2024 06/2025
Blockwell Realty Huntington NY 03/2023 05/2024
Infusion Capital Manhasset NY 12/2019 02/2023
Skyfi Capital Partners New York NY 07/2019 11/2019
Syracuse University Syracuse NY 08/2015 05/2019
Manhasset Bay Marina Ltd Port Washington NY 04/2015 03/2019
Port Washington Yacht Club In Port Washington NY 05/2016 09/2017
Unemployed Port Washington NY 06/2019 07/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 06/2025 Present
Bank Of America, N.A. Melville NY 09/2025 Present
  • 05/2024 → 06/2025
    J.P. Morgan Securities Llc
    Greenvale, NY
  • 05/2024 → 06/2025
    Jpmorgan Chase Bank, N.A.
    Greenvale, NY
  • 03/2023 → 05/2024
    Blockwell Realty
    Huntington, NY
  • 12/2019 → 02/2023
    Infusion Capital
    Manhasset, NY
  • 07/2019 → 11/2019
    Skyfi Capital Partners
    New York, NY
  • 08/2015 → 05/2019
    Syracuse University
    Syracuse, NY
  • 04/2015 → 03/2019
    Manhasset Bay Marina Ltd
    Port Washington, NY
  • 05/2016 → 09/2017
    Port Washington Yacht Club In
    Port Washington, NY
  • 06/2019 → 07/2019
    Unemployed
    Port Washington, NY
  • 06/2025 → Present
    Melville, NY
  • 09/2025 → Present
    Bank Of America, N.A.
    Melville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-03
S63 Uniform Securities Agent State Law Examination 2024-08-08
  • S66 Uniform Combined State Law Examination
    2025-09-03
  • S63 Uniform Securities Agent State Law Examination
    2024-08-08
Other Names
  • Cole Block

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Melville, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor