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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 2022-03-14
NC RA APPROVED 2022-02-22
  • TX RA
    APPROVED
    Since 2022-03-14
  • NC RA
    APPROVED
    Since 2022-02-22

Branch Locations

Charlotte, NC • United States

6000 Fairview Rd, Charlotte, NC 28210 • United States

One Bryant Park, New York, NY 10036 • 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 Charlotte NC 05/2018 Present
Harrisburg Family House Harrisburg NC 10/2017 05/2018
Sullivan's Steakhouse Charlotte NC 12/2016 11/2017
Walters &Mason Retail Inc Charlotte NC 11/2016 01/2017
University Of North Carolina At Charlotte Charlotte NC 08/2016 05/2020
  • 05/2018 → Present
    Charlotte, NC
  • 10/2017 → 05/2018
    Harrisburg Family House
    Harrisburg, NC
  • 12/2016 → 11/2017
    Sullivan's Steakhouse
    Charlotte, NC
  • 11/2016 → 01/2017
    Walters &Mason Retail Inc
    Charlotte, NC
  • 08/2016 → 05/2020
    University Of North Carolina At Charlotte
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-18
  • S66 Uniform Combined State Law Examination
    2022-02-18
Other Names
  • Katelyn Logan
  • Katelyn Elizabeth Logan

View on SEC IAPD

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