Kate S Mckee

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-01-04
FL	RA	APPROVED	2020-12-23
CT	RA	APPROVED	2008-01-28

TX RA
APPROVED_RES

Since 2022-01-04
FL RA
APPROVED

Since 2020-12-23
CT RA
APPROVED

Since 2008-01-28

Branch Locations

45 William St, Wellesley Hills, MA 02481 • United States

Marco Island, FL • United States

9128 Strada Pl, Naples, FL 34108 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wellesley	MA	09/2007	Present
Bank Of America,N.A.	Wellesley Hills	MA	06/2011	Present

09/2007 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wellesley, MA
06/2011 → Present

Bank Of America,N.A.

Wellesley Hills, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-01-24

S66 Uniform Combined State Law Examination

2008-01-24

Other Names

Kate Taylor Simonds

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Exams

Other Names

Other Firms

Other Investors

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