Elizabeth Mckenna

Current Employers

Employment History

• 08/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 12/2014 → Present
  Bank Of America, N.A.
  Florham Park, NJ

Previous Registrations

• 2003-07-01 → 2014-08-19
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
  Short Hills, NJ
• 2002-05-20 → 2003-07-01
  Prudential Equity Group, Llc
  Short Hills, NJ

Other Businesses

I*133534For profit or not for profit: Non-Profit OrganizationName of outside business organization: The Rose HouseInvestment related: NAddress of business: Morris Plains, New Jersey 7950Nature of business: Charitable Organization,Position, title, association: , Start date of relationship: 7/1/2020Number of hours devoted: 4 hour(s) MonthlyNumber of hours devoted during trading hours: 2Duties: The Rose House provides community-based residential services and self-directed services for individuals with special needs. I*2254258, Entity Type: Entity For Profit, Name of OBA: MedLead Solutions LLC, Address: Randolph, New Jersey, 07869, Investment Related: N, Position, Title, Association: ["Owner"], Employee State Date: 04/30/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I have created a single member LLC. I am the sole member of the LLC. My goal is to hire a family member, my son-in-law, to try to generate leads for a medical revenue recovery company, called Callagy Recovery. This opportunity is only available to me at this time but my intention is to virtually transfer all net income of the business to my son-in-law in the form of a salary. I will simply run the LLC and make sure all administrative functions and reporting requirements are performed. I will perform none of the lead generating activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-27
• S63 Uniform Securities Agent State Law Examination
  2000-02-07

Designations

Other Names

• Elizabeth Welles
• Elizabeth Hambleton
• Elizabeth Mc Kenna
• Elizabeth Mc Kenna