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Kevin Adam

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Orlando, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-15
FL RA APPROVED 2017-10-30
  • TX RA
    APPROVED
    Since 2019-02-15
  • FL RA
    APPROVED
    Since 2017-10-30

Branch Locations

4705 S Apopka Vineland Rd, Orlando, FL 32819 • 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 Orlando FL 06/2017 Present
Ucf Foundation Inc. Orlando FL 08/2016 05/2017
University Of Central Florida Orlando FL 05/2013 05/2017
Bank Of America, N.A. Orlando FL 07/2018 Present
  • 06/2017 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Orlando, FL
  • 08/2016 → 05/2017
    Ucf Foundation Inc.
    Orlando, FL
  • 05/2013 → 05/2017
    University Of Central Florida
    Orlando, FL
  • 07/2018 → Present
    Bank Of America, N.A.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-26
  • S66 Uniform Combined State Law Examination
    2017-10-26

View on SEC IAPD

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