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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 2024-11-18
NJ RA APPROVED 2024-11-12
  • TX RA
    APPROVED
    Since 2024-11-18
  • NJ RA
    APPROVED
    Since 2024-11-12

Branch Locations

7 Roszel Rd, Princeton, NJ 08540 • 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
Equitable Advisory, Llc. New York NY 06/2024 10/2024
Global Tapas Llc. Washington DC 09/2023 12/2023
Coindesk Indices New York NY 07/2021 12/2021
Tradeblock Stamford CT 07/2021 12/2021
George Washington University Washington DC 08/2019 12/2023
Lazy Dog Restaurant Irvine CA 10/2020 11/2020
Princeton Community Park Pool Princeton NJ 06/2018 08/2018
University Of Amsterdam Amsterdam 08/2022 12/2022
Princeton High School Princeton NJ 09/2015 06/2019
Unemployed Princeton NJ 01/2024 05/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 10/2024 Present
Bank Of America, N.A. Princeton NJ 11/2024 Present
  • 06/2024 → 10/2024
    Equitable Advisory, Llc.
    New York, NY
  • 09/2023 → 12/2023
    Global Tapas Llc.
    Washington, DC
  • 07/2021 → 12/2021
    Coindesk Indices
    New York, NY
  • 07/2021 → 12/2021
    Tradeblock
    Stamford, CT
  • 08/2019 → 12/2023
    George Washington University
    Washington, DC
  • 10/2020 → 11/2020
    Lazy Dog Restaurant
    Irvine, CA
  • 06/2018 → 08/2018
    Princeton Community Park Pool
    Princeton, NJ
  • 08/2022 → 12/2022
    University Of Amsterdam
    Amsterdam
  • 09/2015 → 06/2019
    Princeton High School
    Princeton, NJ
  • 01/2024 → 05/2024
    Unemployed
    Princeton, NJ
  • 10/2024 → Present
    Princeton, NJ
  • 11/2024 → Present
    Bank Of America, N.A.
    Princeton, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-03
S63 Uniform Securities Agent State Law Examination 2024-05-31
  • S65 Uniform Investment Adviser Law Examination
    2024-10-03
  • S63 Uniform Securities Agent State Law Examination
    2024-05-31
Other Names
  • Mahana Zad
  • Zad Ihab Mahana
  • Mahana Ihab Zad

View on SEC IAPD

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