Gavin Potterfield

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-17
MD	RA	APPROVED	2025-09-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hunt Valley	MD	05/2025	Present
York Manor Swim Club	Lutherville	MD	06/2017	08/2021
Beaver Dam Swim Club	Cockeysville	MD	06/2019	09/2019
Hightopps Bar And Grille	Cockeysville	MD	05/2022	07/2023
Delta Financial Advisors	Kensington	MD	06/2024	08/2024
Humana Inc	Louisville	KY	08/2023	06/2024
University Of Louisville	Louisville	KY	08/2024	05/2025
Unemployed	Lutherville	MD	06/2015	05/2017
University Of Louisville	Louisville	MD	09/2021	04/2022

05/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
06/2017 → 08/2021

York Manor Swim Club

Lutherville, MD
06/2019 → 09/2019

Beaver Dam Swim Club

Cockeysville, MD
05/2022 → 07/2023

Hightopps Bar And Grille

Cockeysville, MD
06/2024 → 08/2024

Delta Financial Advisors

Kensington, MD
08/2023 → 06/2024

Humana Inc

Louisville, KY
08/2024 → 05/2025

University Of Louisville

Louisville, KY
06/2015 → 05/2017

Unemployed

Lutherville, MD
09/2021 → 04/2022

University Of Louisville

Louisville, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-16

Other Firms