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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-18
TX RA APPROVED 2024-10-30
  • FL RA
    APPROVED
    Since 2024-11-18
  • TX RA
    APPROVED
    Since 2024-10-30

Branch Locations

2850 Nw 43Rd St, Gainesville, FL 32606 • 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 Gainesville FL 11/2020 Present
R.E. Robinson Remodeling & Custom Builder, Llc Gainesville FL 08/2020 10/2020
Palm Beach Trim Lake Worth FL 05/2019 08/2020
Wells Fargo Gainesville FL 11/2014 04/2019
Bank Of America, N.A. Gainesville FL 08/2024 Present
  • 11/2020 → Present
    Gainesville, FL
  • 08/2020 → 10/2020
    R.E. Robinson Remodeling & Custom Builder, Llc
    Gainesville, FL
  • 05/2019 → 08/2020
    Palm Beach Trim
    Lake Worth, FL
  • 11/2014 → 04/2019
    Wells Fargo
    Gainesville, FL
  • 08/2024 → Present
    Bank Of America, N.A.
    Gainesville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-01
  • S66 Uniform Combined State Law Examination
    2024-10-01

View on SEC IAPD

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