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 2026-02-13
GA RA APPROVED 2025-10-24
  • TX RA
    APPROVED
    Since 2026-02-13
  • GA RA
    APPROVED
    Since 2025-10-24

Branch Locations

10000 Avalon Blvd, Alpharetta, GA 30009 • United States

One Bryant Park, 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 Alpharetta GA 07/2025 Present
Tcu Human Resources Fort Worth TX 08/2023 05/2025
Rpc, Inc. Atlanta GA 05/2023 08/2023
F&B Atlanta GA 05/2022 12/2022
Nothing Bundt Cakes Atlanta GA 06/2020 08/2021
Camp Greystone Zirconia NC 05/2023 05/2023
Bank Of America Merrill Lynch Alpharetta GA 06/2024 08/2024
A.L. Innovative Solutions Atlanta GA 05/2022 09/2022
Unemployed Atlanta GA 01/2015 05/2019
Unemployed Atlanta GA 12/2020 05/2022
Unemployed Atlanta GA 01/2023 05/2023
Texas Christian University Fort Worth TX 08/2021 05/2025
Marist School Atlanta GA 08/2019 05/2020
  • 07/2025 → Present
    Alpharetta, GA
  • 08/2023 → 05/2025
    Tcu Human Resources
    Fort Worth, TX
  • 05/2023 → 08/2023
    Rpc, Inc.
    Atlanta, GA
  • 05/2022 → 12/2022
    F&B
    Atlanta, GA
  • 06/2020 → 08/2021
    Nothing Bundt Cakes
    Atlanta, GA
  • 05/2023 → 05/2023
    Camp Greystone
    Zirconia, NC
  • 06/2024 → 08/2024
    Bank Of America Merrill Lynch
    Alpharetta, GA
  • 05/2022 → 09/2022
    A.L. Innovative Solutions
    Atlanta, GA
  • 01/2015 → 05/2019
    Unemployed
    Atlanta, GA
  • 12/2020 → 05/2022
    Unemployed
    Atlanta, GA
  • 01/2023 → 05/2023
    Unemployed
    Atlanta, GA
  • 08/2021 → 05/2025
    Texas Christian University
    Fort Worth, TX
  • 08/2019 → 05/2020
    Marist School
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-23
  • S66 Uniform Combined State Law Examination
    2025-10-23
Other Names
  • Allston Kate Lewis

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Alpharetta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor