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 2026-04-08
GA RA APPROVED 2026-02-27
  • TX RA
    APPROVED
    Since 2026-04-08
  • GA RA
    APPROVED
    Since 2026-02-27

Branch Locations

3455 Peachtree Rd Ne Pbig - Atlanta Pw, Atlanta, GA 30326 • 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 Atlanta GA 08/2025 Present
Clemson Phonathon Program Clemson SC 09/2024 12/2024
Henri Daussi Armonk NY 05/2023 08/2023
Henri Daussi Armonk NY 05/2022 07/2022
Upic Spiro At Clemson University Clemson SC 08/2023 12/2023
Aramark Corporation Campus Services Clemson SC 01/2022 05/2023
Shattemuc Yacht Club Ossining NY 05/2019 09/2019
Shattemuc Yacht Club Ossining NY 05/2019 09/2020
Shattemuc Yacht Club Ossining NY 05/2021 08/2021
Clemson University Clemson NY 08/2021 05/2025
Ossining High School Ossining NY 09/2017 06/2021
Unemployed Ossining NY 05/2025 08/2025
Anne M. Dorner Middle School Ossining NY 09/2014 06/2017
Unemployed Ossining NY 06/2017 09/2017
Merrill Lynch Atlanta GA 06/2024 08/2024
Bank Of America, N.A. Atlanta GA 06/2026 Present
  • 08/2025 → Present
    Atlanta, GA
  • 09/2024 → 12/2024
    Clemson Phonathon Program
    Clemson, SC
  • 05/2023 → 08/2023
    Henri Daussi
    Armonk, NY
  • 05/2022 → 07/2022
    Henri Daussi
    Armonk, NY
  • 08/2023 → 12/2023
    Upic Spiro At Clemson University
    Clemson, SC
  • 01/2022 → 05/2023
    Aramark Corporation Campus Services
    Clemson, SC
  • 05/2019 → 09/2019
    Shattemuc Yacht Club
    Ossining, NY
  • 05/2019 → 09/2020
    Shattemuc Yacht Club
    Ossining, NY
  • 05/2021 → 08/2021
    Shattemuc Yacht Club
    Ossining, NY
  • 08/2021 → 05/2025
    Clemson University
    Clemson, NY
  • 09/2017 → 06/2021
    Ossining High School
    Ossining, NY
  • 05/2025 → 08/2025
    Unemployed
    Ossining, NY
  • 09/2014 → 06/2017
    Anne M. Dorner Middle School
    Ossining, NY
  • 06/2017 → 09/2017
    Unemployed
    Ossining, NY
  • 06/2024 → 08/2024
    Merrill Lynch
    Atlanta, GA
  • 06/2026 → Present
    Bank Of America, N.A.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-26
  • S66 Uniform Combined State Law Examination
    2026-02-26
Other Names
  • Morgan Elizabeth O'BRien
  • Morgan E Obrien

View on SEC IAPD

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor