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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 2024-10-22
NJ RA APPROVED 2024-07-15
  • TX RA
    APPROVED
    Since 2024-10-22
  • NJ RA
    APPROVED
    Since 2024-07-15

Branch Locations

1100-1800 American Blvd Ci Relationship Management, Pennington, NJ 08534 • 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 Pennington NJ 06/2024 Present
Metedeconk National Golf Club Jackson NJ 05/2021 08/2023
Giuseppe's Pizzeria Jackson NJ 11/2018 08/2020
University Of Tampa Tampa FL 08/2020 05/2024
Jackson Memorial High School Jackson NJ 09/2016 06/2020
Unemployed Jackson NJ 05/2024 06/2024
Unemployed Jackson NJ 06/2016 09/2016
Bank Of America, N.A. Pennington NJ 01/2026 Present
  • 06/2024 → Present
    Pennington, NJ
  • 05/2021 → 08/2023
    Metedeconk National Golf Club
    Jackson, NJ
  • 11/2018 → 08/2020
    Giuseppe's Pizzeria
    Jackson, NJ
  • 08/2020 → 05/2024
    University Of Tampa
    Tampa, FL
  • 09/2016 → 06/2020
    Jackson Memorial High School
    Jackson, NJ
  • 05/2024 → 06/2024
    Unemployed
    Jackson, NJ
  • 06/2016 → 09/2016
    Unemployed
    Jackson, NJ
  • 01/2026 → Present
    Bank Of America, N.A.
    Pennington, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-28
S65 Uniform Investment Adviser Law Examination 2024-03-15
  • S66 Uniform Combined State Law Examination
    2024-08-28
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15

View on SEC IAPD

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