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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2019-03-15
TX RA APPROVED 2019-02-20
  • DC RA
    APPROVED
    Since 2019-03-15
  • TX RA
    APPROVED
    Since 2019-02-20

Branch Locations

2024 Corporate Centre Dr, Myrtle Beach, SC 29577 • United States

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 05/2017 Present
Bank Of America N.A Washington DC 05/2017 Present
Suntrust Bank Columbia MD 08/2016 05/2017
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-14
  • S66 Uniform Combined State Law Examination
    2019-01-14
Other Names
  • Khaleed Beltran
  • Khaleed Ali M Beltran

View on SEC IAPD

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