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Kelli Olsheski

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Collins, CO

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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_RES 2022-11-29
CO RA APPROVED 2022-11-28
  • TX RA
    APPROVED_RES
    Since 2022-11-29
  • CO RA
    APPROVED
    Since 2022-11-28

Branch Locations

2950 E Harmony Rd, Fort Collins, CO 80528 • 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
Edward Jones St Louis MO 05/2016 11/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Collins CO 11/2022 Present
Bank Of America, N.A. Fort Collins CO 01/2023 Present
Previous Registrations
  • 2016-07-21 → 2022-11-29
    Edward Jones
    Loveland, CO
    St Louis, MO
    Loveland, CO
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-19
  • S66 Uniform Combined State Law Examination
    2016-07-19
Other Names
  • Kelli Anne Ruble
  • Kelli Anne Re
  • Kelli Anne Malloy
  • Kelli Anne Olsheski

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
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