Anna B Kenkel

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-06-14
NC	RA	APPROVED	2019-06-13

Branch Locations

13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Charlotte	NC	09/2014	05/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	05/2019	Present
Bank Of America, N.A.	Charlotte	NC	07/2019	Present

09/2014 → 05/2019

Wells Fargo Advisors, Llc

Charlotte, NC
05/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
07/2019 → Present

Bank Of America, N.A.

Charlotte, NC

2014-09-24 → 2019-05-13

Wells Fargo Clearing Services, Llc

Charlotte, NC
2014-08-26 → 2014-09-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-24