Elizabeth Kabbani

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-03
VA	RA	APPROVED	2026-03-20

Branch Locations

5200 Town Center Cir Ste 600, Boca Raton, FL 33486-1045 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Richmond	VA	09/2024	03/2026
The Boston Beer Company	Richmond	VA	01/2020	09/2024
Unemployed	Arlington	VA	12/2019	01/2020
Peets Coffee	Arlington	VA	04/2019	12/2019
Unemployed	Arlington	VA	02/2019	04/2019
Xenophon Strategies	Washington	DC	10/2017	02/2019
Zcomm	Washington	DC	08/2017	09/2017
Indiana University	Bloomington	IN	08/2013	05/2020
Bank Of America, N.A.	Richmond	VA	12/2024	03/2026
Ameriprise Financial Services Llc	Boca Raton	FL	03/2026	Present

09/2024 → 03/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Richmond, VA
01/2020 → 09/2024

The Boston Beer Company

Richmond, VA
12/2019 → 01/2020

Unemployed

Arlington, VA
04/2019 → 12/2019

Peets Coffee

Arlington, VA
02/2019 → 04/2019

Unemployed

Arlington, VA
10/2017 → 02/2019

Xenophon Strategies

Washington, DC
08/2017 → 09/2017

Zcomm

Washington, DC
08/2013 → 05/2020

Indiana University

Bloomington, IN
12/2024 → 03/2026

Bank Of America, N.A.

Richmond, VA
03/2026 → Present

Ameriprise Financial Services Llc

Boca Raton, FL

Real Estate Ownership; Single Family; 1182 N Utah St, , Arlington, VA, 22201; Not Investment-Related; 07/01/2022.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-31