Kelly Davies Chimera

Current Employers

Employment History

• 11/2012 → 01/2017
  Ubs Financial Services Inc.
  Austin, TX
• 01/2017 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 12/2020 → 08/2026
  Bank Of America, N.A.
  Austin, TX
• 08/2026 → Present
  Wells Fargo Clearing Services, Llc
  Austin, TX

Previous Registrations

• 2017-01-06 → 2026-08-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 2012-12-18 → 2017-01-17
  Ubs Financial Services Inc.
  Austin, TX
• 2010-06-09 → 2012-11-27
  Morgan Stanley
  Austin, TX
  Austin, TX
• 2004-09-17 → 2011-03-26
  Waterstreet Investment Consultants, Llc
  Austin, TX
• 2005-08-10 → 2011-03-26
  Eklektikos Capital Management, Lp
  Austin, TX
• 1999-02-04 → 2004-10-04
  Citigroup Global Markets Inc.
  Austin, TX

Other Businesses

I*1377266 For profit or not for profit: Entity Charitable Name of outside business organization: James Bowie High School Band Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Charitable Organization"] Position, title, association: ["Committee"], [["Finance committee"]] Start date of relationship: 7/29/2023 Number of hours devoted: 20 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Entity purpose - High school band booster association Responsibilities - processing all revenue received for the Booster Association as stipulated in the policies and procedures, evaluating the policies and procedures on an annual basis. JAMES BOWIE HIGH SCHOOL BAND; NOT INV RELATED;AUSTIN,TX; HIGH SCHOOL BAND BOOSTER; FINANCE COMMITTEE MEMBER; START DATE: 8/16/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-11-09
• S65 Uniform Investment Adviser Law Examination
  2001-01-04

Other Names

• Kelly A Davies
• Kelly Anne Davies
• Kelly Anne Chimera
• Kelly D Chimera
• Kelly Davies Chimera
• Kelly Chimera