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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 2025-03-17
FL RA APPROVED 2025-03-03
  • TX RA
    APPROVED
    Since 2025-03-17
  • FL RA
    APPROVED
    Since 2025-03-03

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 07/2024 Present
Concierge Care Jacksonville FL 08/2022 01/2024
Uf Health Jacksonville Jacksonville FL 11/2019 08/2022
Uf Health Gainesville FL 12/2018 11/2019
The Plaza Health And Rehab Gainesville FL 08/2018 12/2018
Tgi Fridays Gainesville FL 03/2017 08/2018
Little Caesars Newberry FL 06/2015 02/2017
Year Up Jacksonville FL 02/2024 07/2024
Bank Of America, N.A. Jacksonville FL 02/2026 Present
  • 07/2024 → Present
    Jacksonville, FL
  • 08/2022 → 01/2024
    Concierge Care
    Jacksonville, FL
  • 11/2019 → 08/2022
    Uf Health Jacksonville
    Jacksonville, FL
  • 12/2018 → 11/2019
    Uf Health
    Gainesville, FL
  • 08/2018 → 12/2018
    The Plaza Health And Rehab
    Gainesville, FL
  • 03/2017 → 08/2018
    Tgi Fridays
    Gainesville, FL
  • 06/2015 → 02/2017
    Little Caesars
    Newberry, FL
  • 02/2024 → 07/2024
    Year Up
    Jacksonville, FL
  • 02/2026 → Present
    Bank Of America, N.A.
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2025-02-28

View on SEC IAPD

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