Meredith K Lovelace

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1999 → 05/2018
  Wells Fargo Bank, N.A.
  Wichita Falls, TX
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Wichita Falls, TX
• 11/2016 → 05/2018
  Wells Fargo Clearing Services, Llc
  Wichita Falls, TX
• 05/2018 → 11/2019
  Morgan Stanley
  Wichita Falls, TX
• 11/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX

Previous Registrations

• 2018-06-04 → 2019-11-15
  Morgan Stanley
  Wichita Falls, TX
• 2011-01-03 → 2018-06-05
  Wells Fargo Clearing Services, Llc
  Wichita Falls, TX
  San Antonio, TX
  Fort Worth, TX
• 2005-01-07 → 2011-01-03
  Wells Fargo Investments, Llc
  Wichita Falls, TX
  Wichita Falls, TX
  Wichita Falls, TX
  Wichita Falls, TX
  Wichita Falls, TX
  Wichita Falls, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-20
• S63 Uniform Securities Agent State Law Examination
  2004-09-16

Other Names

• Katie Lovelace
• Meredith K Lovelace
• Meredith Kay Lovelace
• Meredith Putaansuu