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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 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-14

Branch Locations

101 N Us Highway 281, Marble Falls, TX 78654 • United States

One Bryant Park, New York, NY 10036 • 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 Marble Falls TX 10/2024 Present
Cadence Bank Marble Falls TX 08/2022 10/2024
Texan Water Fredericksburg TX 08/2019 09/2021
Us Army Killeen TX 06/2013 06/2019
Utsa San Antonio TX 09/2021 05/2024
Bank Of America, N.A. Marble Falls TX 09/2025 Present
  • 10/2024 → Present
    Marble Falls, TX
  • 08/2022 → 10/2024
    Cadence Bank
    Marble Falls, TX
  • 08/2019 → 09/2021
    Texan Water
    Fredericksburg, TX
  • 06/2013 → 06/2019
    Us Army
    Killeen, TX
  • 09/2021 → 05/2024
    Utsa
    San Antonio, TX
  • 09/2025 → Present
    Bank Of America, N.A.
    Marble Falls, TX
Other Businesses

I*2068279, Entity Type: Entity For Profit, Name of OBA: 830 Revival LLC, Address: Burnet, Texas, 78611, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Owner, Employee State Date: 05/21/2024, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Purpose of the entity is to provide interior design and project management services for residential and commercial real estate in the Marble Falls area. This is a very small passion project where we only take on a couple of projects at a time. I handle larger business strategy and financial transactions (typically only requires a few hours of my time on the weekends) while my sister handles the day to day operations. I*4554268 Entity Type: Entity Charitable Name of OBA: Shady Grove Elementary PTO Address: Burnet, Texas, 78611 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/12/2026 Number of Hours: 30, Yearly Number of Hours during trading: 0, Yearly Duties: Their mission is to enrich the educational experience for Shady Grove Elementary students by fostering close relationships with the teachers and parent/guardians. The official title for the open board spot they would like me to fill is "Fundraising & Hospitality Coordinator". Primary responsibilities include event planning and coordinating for moral days for the teachers and the students. I have verified that this role has no access to funds or ability to handle or make decisions about funds in any capacity. As the role pertains to fundraising, responsibilities would be marketing to teachers/parents about the fundraiser plans that the school decides on and the board implements.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-14
  • S66 Uniform Combined State Law Examination
    2025-07-14
Other Names
  • Kaitlin Layne Whitehurst
  • Kaitlin Layne Dottavio
  • Kaitlin Wheeler

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