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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-17
  • NY RA
    APPROVED
    Since 2025-10-17

Branch Locations

One Bryant Park Investment Solutions Group, New York, NY 10036 • 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 York NY 07/2025 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 06/2024 08/2024
Cohnreznick Parsippany NJ 06/2023 08/2023
Stackend Solutions Champaign IL 12/2022 12/2024
Bubble Insurance Cupertino CA 05/2022 08/2022
Department Of Finance, Gies College Of Business Champaign IL 08/2023 05/2024
Mathnasium Of Northwest Parsippany Parsippany NJ 07/2021 05/2025
Gies College Of Business Champaign IL 08/2021 12/2024
Morris Catholic High School Denville NJ 09/2017 06/2021
Holy Spirit School Pequannock NJ 09/2009 06/2017
  • 07/2025 → Present
    New York, NY
  • 06/2024 → 08/2024
    New York, NY
  • 06/2023 → 08/2023
    Cohnreznick
    Parsippany, NJ
  • 12/2022 → 12/2024
    Stackend Solutions
    Champaign, IL
  • 05/2022 → 08/2022
    Bubble Insurance
    Cupertino, CA
  • 08/2023 → 05/2024
    Department Of Finance, Gies College Of Business
    Champaign, IL
  • 07/2021 → 05/2025
    Mathnasium Of Northwest Parsippany
    Parsippany, NJ
  • 08/2021 → 12/2024
    Gies College Of Business
    Champaign, IL
  • 09/2017 → 06/2021
    Morris Catholic High School
    Denville, NJ
  • 09/2009 → 06/2017
    Holy Spirit School
    Pequannock, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-17
  • S66 Uniform Combined State Law Examination
    2025-10-17

View on SEC IAPD

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