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Kaitlyn Rodesk

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Garden City, NY

Brightwaters, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-19
TX RA APPROVED 2019-11-04
CT RA APPROVED 2019-10-07
  • NY RA
    APPROVED
    Since 2021-04-19
  • TX RA
    APPROVED
    Since 2019-11-04
  • CT RA
    APPROVED
    Since 2019-10-07

Branch Locations

1325 Franklin Ave, Garden City, NY 11530 • United States

Brightwaters, NY • 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 Garden City NY 06/2018 Present
Adelphi University Garden City NY 08/2016 05/2019
Adelphi University Garden City NY 02/2019 06/2019
D Squared Boutique Plainview NY 07/2016 06/2018
Bank Of America, N.A. Garden City NY 01/2020 Present
  • 06/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Garden City, NY
  • 08/2016 → 05/2019
    Adelphi University
    Garden City, NY
  • 02/2019 → 06/2019
    Adelphi University
    Garden City, NY
  • 07/2016 → 06/2018
    D Squared Boutique
    Plainview, NY
  • 01/2020 → Present
    Bank Of America, N.A.
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-04
  • S66 Uniform Combined State Law Examination
    2019-10-04
Other Names
  • Katie L Rodesk

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO
ARIES INVESTMENT ADVISORS, LLC

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY
COMMONWEALTH FINANCIAL NETWORK · Garden City, NY

More in Garden City, NY

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