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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 2025-09-30
  • NY RA
    APPROVED
    Since 2025-09-30

Branch Locations

One Bryant Park Gwim Chief Investment Office (Cio), 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
New York University New York NY 09/2021 06/2025
Bank Of America Merrill Lynch New York NY 06/2024 08/2024
North Point Mergers And Acquisitions New York NY 06/2023 08/2023
Premium Merchant Funding New York NY 06/2022 12/2022
Unemployed St. Louis MO 06/2021 09/2021
Clayton High School St. Louis MO 09/2017 05/2021
Unemployed St. Louis MO 06/2017 08/2017
Wydown Middle School St. Louis MO 08/2014 05/2017
  • 07/2025 → Present
    New York, NY
  • 09/2021 → 06/2025
    New York University
    New York, NY
  • 06/2024 → 08/2024
    Bank Of America Merrill Lynch
    New York, NY
  • 06/2023 → 08/2023
    North Point Mergers And Acquisitions
    New York, NY
  • 06/2022 → 12/2022
    Premium Merchant Funding
    New York, NY
  • 06/2021 → 09/2021
    Unemployed
    St. Louis, MO
  • 09/2017 → 05/2021
    Clayton High School
    St. Louis, MO
  • 06/2017 → 08/2017
    Unemployed
    St. Louis, MO
  • 08/2014 → 05/2017
    Wydown Middle School
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-30
  • S66 Uniform Combined State Law Examination
    2025-09-30

View on SEC IAPD

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