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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 2025-06-16
GA RA APPROVED 2025-06-09
  • TX RA
    APPROVED
    Since 2025-06-16
  • GA RA
    APPROVED
    Since 2025-06-09

Branch Locations

300 Galleria Pkwy Se, Atlanta, GA 30339 • United States

3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States

300 S Orange Ave Division - Southeast, Orlando, FL 32801 • 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 North Bethesda MD 07/2021 Present
Unemployed Lanham MD 03/2021 07/2021
J Perez Associates Inc Capitol Heights MD 01/2019 03/2021
Unemployed Lanham MD 01/2016 01/2019
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-25
  • S66 Uniform Combined State Law Examination
    2024-01-25
Other Names
  • Kimberly Lewis

View on SEC IAPD

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