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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-06
CA RA APPROVED 2025-10-20
  • TX RA
    APPROVED
    Since 2026-01-06
  • CA RA
    APPROVED
    Since 2025-10-20

Branch Locations

101 S Ellsworth Ave, San Mateo, CA 94401 • 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 Palo Alto CA 07/2025 Present
Hollister Co. Milpitas CA 09/2020 02/2021
Bank Of America Merrill Lynch Palo Alto CA 06/2024 09/2024
Doordash San Jose CA 03/2021 08/2022
University Of California, Riverside Riverside CA 07/2021 06/2025
Unemployed San Jose CA 03/2021 06/2025
Piedmont Hills High School San Jose CA 06/2017 06/2021
Piedmont Middle School San Jose CA 08/2014 06/2017
  • 07/2025 → Present
    Palo Alto, CA
  • 09/2020 → 02/2021
    Hollister Co.
    Milpitas, CA
  • 06/2024 → 09/2024
    Bank Of America Merrill Lynch
    Palo Alto, CA
  • 03/2021 → 08/2022
    Doordash
    San Jose, CA
  • 07/2021 → 06/2025
    University Of California, Riverside
    Riverside, CA
  • 03/2021 → 06/2025
    Unemployed
    San Jose, CA
  • 06/2017 → 06/2021
    Piedmont Hills High School
    San Jose, CA
  • 08/2014 → 06/2017
    Piedmont Middle School
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-20
  • S66 Uniform Combined State Law Examination
    2025-10-20

View on SEC IAPD

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