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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-03-24
TX RA APPROVED_RES 2001-03-26
SC RA APPROVED 1992-11-20
  • CO RA
    APPROVED
    Since 2023-03-24
  • TX RA
    APPROVED_RES
    Since 2001-03-26
  • SC RA
    APPROVED
    Since 1992-11-20

Branch Locations

355 S Main St, Greenville, SC 29601 • United States

Greenville , SC • 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 Greenville SC 05/1999 Present
Bank Of America Na Greenville SC 02/2011 Present
Other Businesses

I*2181294, Entity Type: Entity For Profit, Name of OBA: K Enterprises LP, Address: Williamston, SC 29697, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee State Date: 08/12/2022, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Limited Partnership set up by my father in which I am a limited partner. Funds are used currently for property upkeep and taxes. My primary function is to write checks to pay taxes via my CPA to pay the government annually and possibly other expenditures like issue checks for remodeling/upkeep of properties owned by my family. These properties are not rented out and are used by family members. We have a CPA whom handles all tax preparations whom I communicate with in regards to any needs of the properties. My father W E is a retried FA with Merrill Lynch and remains a client. I am a general partner. I*2236289, Entity Type: Entity For Profit, Name of OBA: W.E. Savannah Trace LLC, Address: Williamston, SC 29607, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee State Date: 03/11/2021, No Hours: 0 No Hours during Trading: 0 Duties: This entity was originally established by my father to house family owned real estate. I have confirmed with our CPA that W.E. Savannah Trace LLC was rolled into KALEE Enterprises LLC so there are no longer any properties held in W.E. Savannah Trace LLC I*3286273, Entity Type: Fiduciary role Name of OBA: K E TTEE for C T. Address: Greenville, SC 29605, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 12/08/2025, No Hours: 4 Yearly, No Hours during Trading: 4 Yearly, Duties: Co-Trustee/Aunt I*3286275 Entity Type: Fiduciary role Name of OBA: K. E. TTEE and L. R. T. Address: Greenville, SC 29605Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 12/10/2025 Number of Hours: 4, Yearly Number of Hours during trading: 4, Yearly Duties: Co-Trustee/Aunt I*3298278 Entity Type: Fiduciary role Name of OBA: K. E. TTEE for L. R. T. Address: Greenville, SC 29605Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 12/10/2025Number of Hours: 5, Yearly Number of Hours during trading: 5, Yearly Duties: Co-Trustee Aunt I*3362267, Entity Type: Fiduciary role Name of OBA: L E T , Address: Greenville, South Carolina, 29605, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 12/23/2025, No Hours: 5 Yearly, No Hours during Trading: 4 Yearly, Duties: Co-Trustee/Aunt I*3405266, Entity Type: , Name of OBA: K A E TTEE 12/22/2025 by L E T, Address: Greenville, South Carolina, 29605, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 12/30/2025, No Hours: 5 Yearly, No Hours during Trading: 5 Yearly, Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-23
  • S66 Uniform Combined State Law Examination
    2001-02-23
Other Names
  • Kimberly Ann Elmore
  • Kimberly Ann Elmore-West
  • Kimberly A Elmore-West

View on SEC IAPD

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