Kurt J Williams

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	2012-07-13
ID	RA	APPROVED	2012-01-20

TX RA
APPROVED

Since 2012-07-13
ID RA
APPROVED

Since 2012-01-20

Branch Locations

Boise, ID • United States

225 N 9Th St, Boise, ID 83702 • 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, Inc.	Boise	ID	10/2011	Present
Bank Of America, N.A.	Boise	ID	04/2012	Present

10/2011 → Present

Merrill Lynch, Pierce, Fenner & Smith, Inc.

Boise, ID
04/2012 → Present

Bank Of America, N.A.

Boise, ID

Other Businesses

I*117593 For profit or not for profit: Non-Profit Organization Name of outside business organization: John J. Creegan Foundation for St. Mary's School Address of business: Boise, Idaho 83702 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 1/1/2019 Number of hours devoted: 6 hour(s) Annually Number of hours devoted during trading hours: 3 Duties: The foundation was established as a 501c3 and serves as an endowment to provide annual support for the benefit of St. Mary's Catholic School in Boise, ID. The Board oversees the operations and a professionally managed investment portfolio. OBA Template I*1698256, Entity Type:Entity Charitable, Name of OBA:Bishop Kelly Foundation, Address:Boise, ID 83709, Investment Related:Yes, Position, Title, Association:Board Member, Employee Start Date:07/01/2024, No Hours: No Hours during trading: 5 Duties:The Bishop Kelly Foundation was established to help provide for the long-term viability of Bishop Kelly High School in Boise. It holds an endowment and regularly funds scholarships for students in need, as well as makes gifts for larger needs of the school. My responsibility would be as a Board Member of the Foundation, and I have been asked to serve on the Investment Committee. The Foundation engages a professional investment advisor so Committee members will not be making investment recommendations or decision. An IPS is already in place for the Foundation.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-01-19

S66 Uniform Combined State Law Examination

2012-01-19

Other Names

Kurt James Williams

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