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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 2022-01-07
DC RA APPROVED 2022-01-06
  • TX RA
    APPROVED
    Since 2022-01-07
  • DC RA
    APPROVED
    Since 2022-01-06

Branch Locations

1800 K St Nw, Washington, DC 20006 • 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 Washington DC 08/2020 Present
Fairfield University Fairfield CT 09/2016 05/2020
Unemployed Bethesda MD 06/2020 07/2020
Merrill Lynch Pierce Fenner & Smith Washinton DC 05/2018 08/2018
Merrill Lynch Pierce Fenner & Smith Washinton DC 06/2019 08/2019
Merrill Lynch Pierce Fenner & Smith Washington DC 12/2019 01/2020
Bank Of America, N.A. Washington DC 06/2024 Present
  • 08/2020 → Present
    Washington, DC
  • 09/2016 → 05/2020
    Fairfield University
    Fairfield, CT
  • 06/2020 → 07/2020
    Unemployed
    Bethesda, MD
  • 05/2018 → 08/2018
    Merrill Lynch Pierce Fenner & Smith
    Washinton, DC
  • 06/2019 → 08/2019
    Merrill Lynch Pierce Fenner & Smith
    Washinton, DC
  • 12/2019 → 01/2020
    Merrill Lynch Pierce Fenner & Smith
    Washington, DC
  • 06/2024 → Present
    Bank Of America, N.A.
    Washington, DC
Other Businesses

I*549276 Name of OBA: equinox Address: Washington, DC Investment Related: No Position, Title, Association: Other Group fitness instructor Employee Start Date: 10/15/2021 No Hours: 1 Weekly No Hours during trading: 0 Duties: I will be teaching group fitness workout classes to Equinox membersI*2166283, Entity Type: Entity Charitable, Name of OBA: Catholic Business Network of Montgomery County, Address: Bethesda, Maryland, 20817, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 02/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: Help bring together members together to network and create friendships.I*2216263, Entity Type: Not for profit, Name of OBA: Junior League of Washington, Address: Washington, DC 20007 Investment Related: N, Position, Title, Association: Member, Employee State Date: 08/01/2025 , No Hours: 2 monthly, No Hours during Trading: 0 , Duties: Volunteer and networking I*2775268 Entity Type: For Profit Name of OBA: P2K Holdings, LLC Address:Bethesda Maryland Investment Related:No Position, Title, Association:General Partner/Managing Member Start Date:09/01/2025 No Hours: 5 Monthly No Hours during trading:0 Monthly Duties:Rental Property Manage rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-20
  • S66 Uniform Combined State Law Examination
    2021-12-20
Other Names
  • Kelly Foley

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