Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-29
FL RA APPROVED 2025-07-25
  • TX RA
    APPROVED
    Since 2025-07-29
  • FL RA
    APPROVED
    Since 2025-07-25

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • 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 01/2025 Present
Year Up Contractor Jacksonville FL 01/2024 01/2025
Atlantic Self Storage Jacksonville FL 09/2023 01/2024
Homegoods Jacksonville FL 03/2023 09/2023
Academy Sports + Outdoors Jacksonville FL 08/2021 03/2023
Florida Gulf Coast University Fort Myers FL 08/2018 08/2021
Bjs Wholesale Club Jacksonville FL 05/2018 08/2018
Episcopal School Of Jacksonville Jacksonville FL 08/2014 05/2018
Jp Sports Fort Myers FL 04/2021 06/2021
Florida Gulf Coast University Fort Myers FL 11/2020 03/2021
Shoe Carnival Jacksonville FL 05/2020 08/2020
K1 Speed Jacksonville FL 04/2024 07/2024
Bank Of America, N.A. Jacksonville FL 08/2026 Present
  • 01/2025 → Present
    Jacksonville, FL
  • 01/2024 → 01/2025
    Year Up Contractor
    Jacksonville, FL
  • 09/2023 → 01/2024
    Atlantic Self Storage
    Jacksonville, FL
  • 03/2023 → 09/2023
    Homegoods
    Jacksonville, FL
  • 08/2021 → 03/2023
    Academy Sports + Outdoors
    Jacksonville, FL
  • 08/2018 → 08/2021
    Florida Gulf Coast University
    Fort Myers, FL
  • 05/2018 → 08/2018
    Bjs Wholesale Club
    Jacksonville, FL
  • 08/2014 → 05/2018
    Episcopal School Of Jacksonville
    Jacksonville, FL
  • 04/2021 → 06/2021
    Jp Sports
    Fort Myers, FL
  • 11/2020 → 03/2021
    Florida Gulf Coast University
    Fort Myers, FL
  • 05/2020 → 08/2020
    Shoe Carnival
    Jacksonville, FL
  • 04/2024 → 07/2024
    K1 Speed
    Jacksonville, FL
  • 08/2026 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-24
  • S66 Uniform Combined State Law Examination
    2025-07-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor