Rebecca Davis Merkel

Current Employers

Employment History

• 02/2011 → 03/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 03/2021 → 05/2022
  Wells Fargo Clearing Services, Llc.
  Nashville, TN
• 10/2023 → 07/2025
  Kingswood Capital Partners
  Germantown, TN
• 05/2022 → 10/2022
  Weichert Realtors
  Memphis, TN
• 10/2022 → 11/2023
  Keller Williams
  Memphis, TN
• 11/2023 → 07/2025
  Trinity Capital Management
  Germantown, TN
• 07/2025 → Present
  Wells Fargo Clearing Services, Llc
  Memphis, TN

Previous Registrations

• 2024-05-20 → 2025-12-04
  Tcm
  Germantown, TN
• 2021-03-19 → 2022-05-25
  Wells Fargo Clearing Services, Llc
  Nashville, TN
• 2012-04-10 → 2021-03-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  Memphis, TN

Other Businesses

Rental home - Landlord for rental home in Nashville, TN. Perform duties as collect rent, fixe house as needed, landlord roles; Less than 1 hour/mo devoted to activity, of which 0 hours/mo. during trading hours; Non-investment related; Started 05/2019; 3) Investment property - Co-owner/Landlord for Milan, TN property; Does not perform any tasks as husband and his partner perform all duties; 0 hours devoted to activity; Non-investment related; Started 06/22. Real Estate,Is Not Investment Related,"775 Ridge Lake Blvd., Suite 400, Memphis, TN, 38120, United States",Real Estate,Real Estate Agent,5/25/2022,10 hours per month,0 hours per month during trading hours,Commission Compensation,I would like to keep my real estate license for referrals for existing clients. Also would like to use it for any potential personal properties and to help close friends and family. Nothing real estate during business hours. Rental Property,Is Not Investment Related,"513 Acklen Park Drive, , Nashville, TN, 37205, United States",Investment Property,Landlord,7/1/2019,2 hours per month,0 hours per month during trading hours,Other Compensation,We charge a monthly rent to tenants. "Delmerk Properties, LLC.",Is Investment Related,"1148 S Main Street, , Milan, TN, 38358, United States",Commercial Investment Property,Landlord,6/30/2022,2 hours per month,0 hours per month during trading hours,Other Compensation,"We own one commercial building with a friend/business partner. My husband and his friend are both managers for the LLC. The building has been split into two different office spaces. We rent out to two different businesses. One business is a beauty salon and the other business is Medical Center Home Health of Milan. As of June 2022, they both had 5 year leases. This is very passive. We charge a monthly rent and the tenants take care of everything else."| RENTAL PROPERTY - MAIN STE ; INV RELATED; MILAN, TN; RENTAL;50% OWNERSHIP; START DATE: 06/20/2022; 1 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2012-04-07

Other Names

• Rebecca Davis
• Rebecca L Davis
• Rebecca D Merkel