Kelly Reddick Walker

$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	2020-03-12
NC	RA	APPROVED	2020-03-11

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Charlotte	NC	06/2012	11/2016
Wells Fargo Clearing Services, Llc	Charlotte	NC	11/2016	02/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	02/2020	Present
Bank Of America, N.A	Charlotte	NC	06/2024	Present

06/2012 → 11/2016

Wells Fargo Advisors, Llc

Charlotte, NC
11/2016 → 02/2020

Wells Fargo Clearing Services, Llc

Charlotte, NC
02/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
06/2024 → Present

Bank Of America, N.A

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-29

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