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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 2024-10-24
  • TX RA
    APPROVED
    Since 2024-10-24

Branch Locations

5910 N Central Expy, Dallas, TX 75206 • United States

One Bryant Park, New York, NY 10036 • 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 Dallas TX 07/2024 Present
Southern Methodist University Dallas TX 08/2020 05/2024
The Lovett School Atlanta GA 08/2007 08/2020
Pirate Labs Atlanta GA 06/2021 08/2021
William Blair And Company Chicago IL 06/2023 08/2023
  • 07/2024 → Present
    Dallas, TX
  • 08/2020 → 05/2024
    Southern Methodist University
    Dallas, TX
  • 08/2007 → 08/2020
    The Lovett School
    Atlanta, GA
  • 06/2021 → 08/2021
    Pirate Labs
    Atlanta, GA
  • 06/2023 → 08/2023
    William Blair And Company
    Chicago, IL
Other Businesses

I*4376272 Entity Type: Charitable Name of OBA: Cox Young Alumni Committee Address: Dallas, Texas, 75275 Investment Related: No Position, Title, Association: Committee, Board Member Employee Start Date: 04/10/2026 Number of Hours: 50, Yearly Number of Hours during trading: 0 Duties: The Cox Young Alumni Committee keeps recent alumni connected to the life of the school. Working alongside the SMU Alumni Association and Cox leadership, members create opportunities for mentorship, professional growth, and peer networking. Their work strengthens relationships across the Cox community and supports long-term alumni engagement. Organization of events, discussing initiatives with Cox School of Business for alumni, and networking with alums throughout the united states.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2024-10-23

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