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Kelly S Palmer

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Mitchell, KY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2016-06-01
TX RA APPROVED 2015-09-25
OH RA APPROVED 2015-09-02
  • KY RA
    APPROVED
    Since 2016-06-01
  • TX RA
    APPROVED
    Since 2015-09-25
  • OH RA
    APPROVED
    Since 2015-09-02

Branch Locations

300 Buttermilk Pike, Fort Mitchell, KY 41017 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeside Park KY 03/2011 Present
Bank Of America, N.A. Lakeside Park KY 04/2025 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-01
  • S66 Uniform Combined State Law Examination
    2015-09-01
Other Names
  • Kelly Sanders Settles

View on SEC IAPD

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PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
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AMERIPRISE FINANCIAL SERVICES, LLC · Fort Mitchell, KY
OSAIC WEALTH, INC. · Fort Mitchell, KY
OSAIC WEALTH, INC. · FORT MITCHELL, KY
VALMARK ADVISERS, INC. · FORT MITCHELL, KY
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