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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 2026-06-10
FL RA APPROVED 2026-05-13
  • TX RA
    APPROVED
    Since 2026-06-10
  • FL RA
    APPROVED
    Since 2026-05-13

Branch Locations

4526 Us Hwy 19, New Port Richey, FL 34652 • 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
Bank Of America, N.A. Dunedin FL 05/2026 Present
Bank Of America, N.A. Tampa FL 12/2015 04/2021
Saint Petersburg College Tarpon Springs FL 08/2016 04/2026
Morgan Stanley Tampa FL 03/2024 04/2026
Merrill Tampa FL 04/2021 03/2024
Morgan Stanley Private Bank, N.A New York NY 12/2025 04/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dunedin FL 04/2026 Present
  • 05/2026 → Present
    Bank Of America, N.A.
    Dunedin, FL
  • 12/2015 → 04/2021
    Bank Of America, N.A.
    Tampa, FL
  • 08/2016 → 04/2026
    Saint Petersburg College
    Tarpon Springs, FL
  • 03/2024 → 04/2026
    Tampa, FL
  • 04/2021 → 03/2024
    Merrill
    Tampa, FL
  • 12/2025 → 04/2026
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 04/2026 → Present
    Dunedin, FL
Previous Registrations
Other Businesses

I*584387 Entity Type: For Profit, Publicly Traded Name of OBA: eBay Inc Address: San Jose, California, 95125 Investment Related: No Position, Title, Association: Employee Employee Start Date: 11/10/2021 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: I'm selling small items that I no longer use( ie shoes, books, household items). I ship items if they sell on ebay.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-22
  • S66 Uniform Combined State Law Examination
    2021-05-22
Other Names
  • Katrina Lynn Schneider
  • Katie Schneider
  • Katrina Naples
  • Katie Naples
  • Katie Lynn Schneider

View on SEC IAPD

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