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 2024-10-29
WI RA APPROVED 2024-10-25
  • TX RA
    APPROVED
    Since 2024-10-29
  • WI RA
    APPROVED
    Since 2024-10-25

Branch Locations

2 E Mifflin St, Madison, WI 53703 • 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 Madison WI 07/2024 Present
Chaminade College Prep. Saint Louis MO 08/2016 05/2020
Unemployed Saint Louis MO 05/2020 08/2020
Outdoor Uw Madison WI 01/2022 05/2022
University Of Wisconsin-Madison Madison WI 08/2020 05/2024
Rei Madison WI 05/2022 08/2022
St. Louis Cardinals St. Louis MO 05/2023 08/2023
The Outreach Team Madison WI 06/2024 06/2024
Bank Of America, N.A. Madison WI 10/2024 Present
  • 07/2024 → Present
    Madison, WI
  • 08/2016 → 05/2020
    Chaminade College Prep.
    Saint Louis, MO
  • 05/2020 → 08/2020
    Unemployed
    Saint Louis, MO
  • 01/2022 → 05/2022
    Outdoor Uw
    Madison, WI
  • 08/2020 → 05/2024
    University Of Wisconsin-Madison
    Madison, WI
  • 05/2022 → 08/2022
    Rei
    Madison, WI
  • 05/2023 → 08/2023
    St. Louis Cardinals
    St. Louis, MO
  • 06/2024 → 06/2024
    The Outreach Team
    Madison, WI
  • 10/2024 → Present
    Bank Of America, N.A.
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-24
  • S66 Uniform Combined State Law Examination
    2024-10-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Madison, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor