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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 2025-09-18
  • NY RA
    APPROVED
    Since 2025-09-18

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
Corepower Yoga Boston MA 01/2023 05/2025
Corepower Yoga New York NY 07/2025 Present
First Eagle Investment Management Boston MA 01/2024 05/2024
Bank Of America New York NY 06/2024 08/2024
Northeastern University Boston MA 02/2024 08/2024
Wellington Management Boston MA 12/2022 06/2023
At Your Service Staffing Boston MA 10/2021 04/2022
Pagliacci Pizza Sammamish WA 06/2020 08/2021
Northeastern University Boston MA 09/2021 05/2025
Issaquah High School Issaquah WA 09/2017 06/2021
Issaquah Middle School Issaquah WA 09/2014 06/2017
  • 07/2025 → Present
    New York, NY
  • 01/2023 → 05/2025
    Corepower Yoga
    Boston, MA
  • 07/2025 → Present
    Corepower Yoga
    New York, NY
  • 01/2024 → 05/2024
    First Eagle Investment Management
    Boston, MA
  • 06/2024 → 08/2024
    Bank Of America
    New York, NY
  • 02/2024 → 08/2024
    Northeastern University
    Boston, MA
  • 12/2022 → 06/2023
    Wellington Management
    Boston, MA
  • 10/2021 → 04/2022
    At Your Service Staffing
    Boston, MA
  • 06/2020 → 08/2021
    Pagliacci Pizza
    Sammamish, WA
  • 09/2021 → 05/2025
    Northeastern University
    Boston, MA
  • 09/2017 → 06/2021
    Issaquah High School
    Issaquah, WA
  • 09/2014 → 06/2017
    Issaquah Middle School
    Issaquah, WA
Other Businesses

I*2762267, Entity Type for profit , Name of OBA: Corepower Yoga Address: New York New York10012 Investment Related: No Position, Title, Association: Yoga Instructor Employee Start Date: 07/19/2025No Hours: 4 weekly No Hours during trading: 0 Duties:Teach yoga classes and check students into the studio, Yoga studio

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-18
  • S66 Uniform Combined State Law Examination
    2025-09-18
Other Names
  • Makena Lung

View on SEC IAPD

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