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Kyle James Quinlivan

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Winston Salem, NC

Charlotte, NC

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-12-21
  • NC RA
    APPROVED
    Since 2018-12-21

Branch Locations

380 Knollwood St, Winston Salem, NC 27103 • United States

620 S Tryon St, Charlotte, NC 28255 • 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 Winston-Salem NC 07/2018 Present
Bank Of America, N.A. Winston-Salem NC 07/2018 Present
Wells Fargo Bank, N.A. Winston Salem NC 09/2016 07/2018
Bank Of America, N.A. Charlottesville VA 10/2011 09/2016
  • 07/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Winston-Salem, NC
  • 07/2018 → Present
    Bank Of America, N.A.
    Winston-Salem, NC
  • 09/2016 → 07/2018
    Wells Fargo Bank, N.A.
    Winston Salem, NC
  • 10/2011 → 09/2016
    Bank Of America, N.A.
    Charlottesville, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-20
  • S66 Uniform Combined State Law Examination
    2018-12-20
Other Names
  • Kyle Quinlivan

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
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EDWARD JONES · WINSTON SALEM, NC
EDWARD JONES · WINSTON-SALEM, NC
AMERIPRISE FINANCIAL SERVICES, LLC · WINSTON-SALEM, NC
TIMONIER · WINSTON SALEM, NC
APOLLON WEALTH MANAGEMENT, LLC · Winston-Salem, NC
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