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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 2025-06-25
KY RA APPROVED 2025-06-20
  • TX RA
    APPROVED
    Since 2025-06-25
  • KY RA
    APPROVED
    Since 2025-06-20

Branch Locations

101 Bullitt Ln, Louisville, KY 40222 • 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 Lexington KY 05/2025 Present
University Of Kentucky Lexington KY 09/2024 05/2025
University Of Ketucky Lexington KY 08/2022 05/2025
Sara Jackson Goshen KY 03/2022 06/2024
Harmony Landing/Big Springs Country Club Goshen KY 08/2021 03/2022
Target Louisville KY 11/2020 12/2020
North Oldham High School Goshen KY 08/2018 06/2022
North Oldham Middle School Goshen KY 06/2015 08/2018
Bank Of America, N.A. Lexington KY 06/2025 Present
  • 05/2025 → Present
    Lexington, KY
  • 09/2024 → 05/2025
    University Of Kentucky
    Lexington, KY
  • 08/2022 → 05/2025
    University Of Ketucky
    Lexington, KY
  • 03/2022 → 06/2024
    Sara Jackson
    Goshen, KY
  • 08/2021 → 03/2022
    Harmony Landing/Big Springs Country Club
    Goshen, KY
  • 11/2020 → 12/2020
    Target
    Louisville, KY
  • 08/2018 → 06/2022
    North Oldham High School
    Goshen, KY
  • 06/2015 → 08/2018
    North Oldham Middle School
    Goshen, KY
  • 06/2025 → Present
    Bank Of America, N.A.
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2025-02-28
Other Names
  • Lilli A Whitlow

View on SEC IAPD

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