Kevin T. Engelstad

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-08-31
FL	RA	APPROVED	2007-12-13
TX	RA	APPROVED	2007-12-12

PA RA
APPROVED

Since 2022-08-31
FL RA
APPROVED

Since 2007-12-13
TX RA
APPROVED

Since 2007-12-12

Branch Locations

Ponte Vedra Beach, FL • United States

9000 Southside Blvd Investment Solutions Group, Jacksonville, FL 32256 • United States

3455 Peachtree Rd Ne Investment Solutions Group, Atlanta, GA 30326 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	08/2007	Present
Bank Of America, N.A.	Jacksonville	FL	02/2014	Present

08/2007 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
02/2014 → Present

Bank Of America, N.A.

Jacksonville, FL

Other Businesses

I*3166265Entity Type: Entity For ProfitName of OBA: Sand Dollar, LLCAddress: Jacksonville Beach, Florida, 32250Investment Related: NoPosition, Title, Association: General Partner/Managing Member,OwnerEmployee Start Date: 11/24/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Residential Rental Property Interaction with tenants and coordination of property upkeep.I*3167277Entity Type: Entity For ProfitName of OBA: Starfish, LLCAddress: Ponte Vedra Beach, Florida, 32082Investment Related: NoPosition, Title, Association: General Partner/Managing Member,OwnerEmployee Start Date: 11/24/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Residential Rental Property Interaction with Property ManagerI*3168266Entity Type: Entity For ProfitName of OBA: Dolphin, LLCAddress: Jackonville Beach, Florida, 32250Investment Related: NoPosition, Title, Association: General Partner/Managing Member,OwnerEmployee Start Date: 11/24/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Residential Rental Property Interaction with Property ManagerI*3168268Entity Type: Entity For ProfitName of OBA: Lobster, LLCAddress: Jacksonville Beach, Florida, 32250Investment Related: NoPosition, Title, Association: General Partner/Managing Member,OwnerEmployee Start Date: 11/24/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Residential Rental Property Interaction with Tenants and coordination of property up keep.I*3168264Entity Type: Entity For ProfitName of OBA: Sea Turtle, LLCAddress: Jacksonville Beach, Florida, 32250Investment Related: NoPosition, Title, Association: General Partner/Managing Member,OwnerEmployee Start Date: 11/24/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Residential Rental Property Interaction with Tenants and coordination for property up keep.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-11

S66 Uniform Combined State Law Examination

2007-12-11

Other Names

Kevin T Engelstad

View on SEC IAPD