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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 2024-09-23
WV RA APPROVED 2024-09-17
  • TX RA
    APPROVED
    Since 2024-09-23
  • WV RA
    APPROVED
    Since 2024-09-17

Branch Locations

500 Lee St E, Charleston, WV 25301 • 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 Charleston WV 06/2024 Present
Rocas Inc Nitro WV 08/2019 06/2023
City National Bank Kanawha City WV 06/2023 09/2023
Olive Garden Barboursville WV 10/2023 12/2023
Marshall University Huntington WV 08/2022 07/2024
Poca High School Poca WV 08/2018 05/2022
Poca Middle School Poca WV 08/2017 08/2019
Rock Branch Elementary Poca WV 08/2013 06/2017
Bank Of America, N.A. Charleston WV 07/2024 Present
  • 06/2024 → Present
    Charleston, WV
  • 08/2019 → 06/2023
    Rocas Inc
    Nitro, WV
  • 06/2023 → 09/2023
    City National Bank
    Kanawha City, WV
  • 10/2023 → 12/2023
    Olive Garden
    Barboursville, WV
  • 08/2022 → 07/2024
    Marshall University
    Huntington, WV
  • 08/2018 → 05/2022
    Poca High School
    Poca, WV
  • 08/2017 → 08/2019
    Poca Middle School
    Poca, WV
  • 08/2013 → 06/2017
    Rock Branch Elementary
    Poca, WV
  • 07/2024 → Present
    Bank Of America, N.A.
    Charleston, WV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-14
  • S66 Uniform Combined State Law Examination
    2024-09-14
Other Names
  • Christian A Perez

View on SEC IAPD

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