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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 2024-11-25
FL RA APPROVED 2024-11-21
  • TX RA
    APPROVED
    Since 2024-11-25
  • FL RA
    APPROVED
    Since 2024-11-21

Branch Locations

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • United States

St Johns, FL • 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 Jacksonville FL 06/2024 Present
Vystar Credit Union Jacksonville FL 02/2022 05/2024
Publix Supermarkets St Augustine FL 01/2016 02/2022
University Of North Florida Jacksonville FL 08/2020 12/2021
Bartram Trail Highschool Jackosnville FL 08/2016 06/2020
Bank Of America, N.A. Jacksonville FL 08/2024 Present
  • 06/2024 → Present
    Jacksonville, FL
  • 02/2022 → 05/2024
    Vystar Credit Union
    Jacksonville, FL
  • 01/2016 → 02/2022
    Publix Supermarkets
    St Augustine, FL
  • 08/2020 → 12/2021
    University Of North Florida
    Jacksonville, FL
  • 08/2016 → 06/2020
    Bartram Trail Highschool
    Jackosnville, FL
  • 08/2024 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19

View on SEC IAPD

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