Bridget K Tetak

Current Employers

Employment History

• 05/2015 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Zanesville, OH
• 08/2015 → 05/2024
  Bank Of America, N.A.
  Zanesville, OH
• 05/2024 → Present
  Kestra Investment Services, Llc
  Zanesville, OH
• 05/2024 → Present
  Kestra Private Wealth Services, Llc
  Zanesville, OH

Previous Registrations

• 2015-09-25 → 2024-05-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Zanesville, OH

Other Businesses

Business Name: TRANSITIONS, INC. POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: 137 S. 7th St., Zanesville OH 43701, United States DESCRIPTION: Assist the board of director with decision making for domestic violence shelter. Assist with fundraising in order for continued operation of the shelter. Business Name: BETHESDA CARE SYSTEM POSITION: Secretary NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2022 ADDRESS: 2951 Maple Ave., ZANESVILLE OH 43701, United States DESCRIPTION: Monthly or bi-monthly meetings in which we vote on any changes as needed for the Healthcare system. The Bethesda board is not affiliated with the Genesis Healthcare board. I take minutes as secretary. Business Name: ZANESVILLE KIWANIS CLUB POSITION: Committee Chair NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 1 START DATE: 10/05/2015 ADDRESS: P.O. Box 65, ZANESVILLE OH 43702, United States DESCRIPTION: Attend board meetings, plan youth Christmas party, help with fundraising, and other volunteer projects as needed. Business Name: ATTAIN WEALTH PARTNERS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/08/2024 ADDRESS: 3983 Northpointe Dr., Zanesville OH 43701, United States DESCRIPTION: Holistic financial planning Business Name: W.K.T.B LLC POSITION: Owner/Member NATURE: For tax purposes only INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 05/09/2024 ADDRESS: 3983-2 Northpointe Drive, Zanesville OH 43701, United States DESCRIPTION: Wealth Advisor for Attain Wealth Partners

Exams

• S66 Uniform Combined State Law Examination
  2015-09-24

Designations

Other Names

• Bridget Kay Barnes