Kristin D De Boisblanc

$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
FL	RA	APPROVED	2021-08-09
TX	RA	APPROVED_RES	2021-08-02

Branch Locations

301 Gulf Breeze Pkwy, Gulf Breeze, FL 32561 • United States

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

Organization	City	State	From	To
Wells Fargo Bank, Na	Puyallup	WA	11/2013	04/2021
Wells Fargo Advisors, Llc	Tacoma	WA	09/2015	11/2016
Wells Fargo Clearing Services, Llc	Tacoma	WA	11/2016	08/2017
Wells Fargo Clearing Services, Llc	Puyallup	WA	12/2017	04/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Gulf Breeze	FL	06/2021	Present
Bank Of America, N.A.	Gulf Breeze	FL	07/2021	Present

11/2013 → 04/2021

Wells Fargo Bank, Na

Puyallup, WA
09/2015 → 11/2016

Wells Fargo Advisors, Llc

Tacoma, WA
11/2016 → 08/2017

Wells Fargo Clearing Services, Llc

Tacoma, WA
12/2017 → 04/2021

Wells Fargo Clearing Services, Llc

Puyallup, WA
06/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gulf Breeze, FL
07/2021 → Present

Bank Of America, N.A.

Gulf Breeze, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-11-17
S63	Uniform Securities Agent State Law Examination	2015-10-20

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