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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-03-24 |
| TX | RA | APPROVED_RES | 2001-03-26 |
| SC | RA | APPROVED | 1992-11-20 |
Branch Locations
355 S Main St, Greenville, SC 29601 • United States
Greenville , SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 05/1999 | Present |
| Bank Of America Na | Greenville | SC | 02/2011 | Present |
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:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-23 |
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