Christine A Kelley

Current Employers

Employment History

• 01/2016 → 05/2017
  Homemaker
  Safety Harbor, FL
• 06/2017 → 12/2018
  Fidelity Brokerage Services
  Tampa, FL
• 07/2018 → 12/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2019 → 06/2019
  Capfinancial Securities Llc
  Raleigh, NC
• 01/2019 → 06/2019
  Captrust
  Raleigh, NC
• 07/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 09/2019 → Present
  Bank Of America, N.A.
  Tampa, FL

Previous Registrations

• 2019-02-15 → 2019-06-17
  Captrust
  Tampa, FL
• 2018-07-13 → 2018-12-20
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-08-08 → 2018-07-13
  Strategic Advisers Llc
  Safety Harbor, FL
  Tampa, FL
• 2014-10-13 → 2015-12-22
  Strategic Advisers Llc
  Tampa, FL

Other Businesses

I*4624331 Entity Type: For Profit Name of OBA: C. K. Address: Clearwater, Florida, 33765 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: I maintain social media accounts where I post travel, sports and lifestyle related content. These accounts are personal in nature and are not used for financial services, investment advice, solicitation, or promotion of Merrill or its products or services. There is no expectation of material income; however the platforms may generate nominal or incidental compensation (e.g., advertising or creator payments). Activity is infrequent, passive, and not time intensive, and does not interfere with my responsibilities at Merrill.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-16
• S63 Uniform Securities Agent State Law Examination
  2011-05-31

Other Names

• Christine Amanda Patty
• Christine Amanda Kelley
• Christine Kelley