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
NC RA APPROVED 2026-08-14
TX RA APPROVED 2024-11-21
  • NC RA
    APPROVED
    Since 2026-08-14
  • TX RA
    APPROVED
    Since 2024-11-21

Branch Locations

9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • United States

401 N Tryon St Ci Relationship Management, Charlotte, NC 28255 • 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 Chandler AZ 07/2024 Present
Unemployed Queen Creek AZ 04/2024 07/2024
Maasworks Flagstaff AZ 01/2024 03/2024
Earnhardt Chrysler Dodge Jeep Ram Gilbert AZ 02/2023 01/2024
Unemployed Peoria AZ 01/2023 02/2023
Quantrell Collision Lexington KY 06/2022 02/2023
K-10 Framing Queen Creek AZ 12/2021 06/2022
Crossconnect Mesa AZ 08/2021 11/2021
Oregano's Pizza Bistro Flagstaff AZ 08/2020 08/2021
K-10 Framing Queen Creek AZ 05/2020 08/2020
Oregano's Pizza Bistro Flagstaff AZ 08/2019 05/2020
K-10 Framing Queen Creek AZ 05/2019 08/2019
Oregano's Pizza Bistro Flagstaff AZ 08/2018 05/2019
K-10 Framing Queen Creek AZ 05/2018 08/2018
Northern Arizona University Flagstaff AZ 05/2017 12/2020
Queen Creek High School Queen Creek AZ 08/2015 05/2017
San Tan Flat San Tan Valley AZ 01/2017 05/2017
Bank Of America, N.A. Chandler AZ 12/2025 Present
  • 07/2024 → Present
    Chandler, AZ
  • 04/2024 → 07/2024
    Unemployed
    Queen Creek, AZ
  • 01/2024 → 03/2024
    Maasworks
    Flagstaff, AZ
  • 02/2023 → 01/2024
    Earnhardt Chrysler Dodge Jeep Ram
    Gilbert, AZ
  • 01/2023 → 02/2023
    Unemployed
    Peoria, AZ
  • 06/2022 → 02/2023
    Quantrell Collision
    Lexington, KY
  • 12/2021 → 06/2022
    K-10 Framing
    Queen Creek, AZ
  • 08/2021 → 11/2021
    Crossconnect
    Mesa, AZ
  • 08/2020 → 08/2021
    Oregano's Pizza Bistro
    Flagstaff, AZ
  • 05/2020 → 08/2020
    K-10 Framing
    Queen Creek, AZ
  • 08/2019 → 05/2020
    Oregano's Pizza Bistro
    Flagstaff, AZ
  • 05/2019 → 08/2019
    K-10 Framing
    Queen Creek, AZ
  • 08/2018 → 05/2019
    Oregano's Pizza Bistro
    Flagstaff, AZ
  • 05/2018 → 08/2018
    K-10 Framing
    Queen Creek, AZ
  • 05/2017 → 12/2020
    Northern Arizona University
    Flagstaff, AZ
  • 08/2015 → 05/2017
    Queen Creek High School
    Queen Creek, AZ
  • 01/2017 → 05/2017
    San Tan Flat
    San Tan Valley, AZ
  • 12/2025 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-12
  • S66 Uniform Combined State Law Examination
    2024-11-12

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