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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 2026-02-13
IN RA APPROVED 2025-09-30
  • TX RA
    APPROVED
    Since 2026-02-13
  • IN RA
    APPROVED
    Since 2025-09-30

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

707 E 80Th Pl, Merrillville, IN 46410 • 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 Merrillville IN 07/2025 Present
Curo Health Services Crown Point IN 03/2023 07/2025
Vna Of Nwi Valparaiso IN 08/2017 03/2023
American Senior Communities Valparaiso IN 08/2015 08/2017
Purdue University Westville IN 08/2016 12/2017
Dunes Hospice Llc Valparaiso IN 10/2014 06/2017
Bank Of America, N.A. Merrillville IN 09/2025 Present
  • 07/2025 → Present
    Merrillville, IN
  • 03/2023 → 07/2025
    Curo Health Services
    Crown Point, IN
  • 08/2017 → 03/2023
    Vna Of Nwi
    Valparaiso, IN
  • 08/2015 → 08/2017
    American Senior Communities
    Valparaiso, IN
  • 08/2016 → 12/2017
    Purdue University
    Westville, IN
  • 10/2014 → 06/2017
    Dunes Hospice Llc
    Valparaiso, IN
  • 09/2025 → Present
    Bank Of America, N.A.
    Merrillville, IN
Other Businesses

I*5065272, Entity Type: Entity Charitable, Name of OBA: Franciscan Health Foundation, Address: Crown Point , Indiana, 46307, Investment Related: N, Position, Title, Association: ["Board Member"], Employee Start Date: 08/03/2026, No Hours: 60 Yearly, No Hours during Trading: 6 Yearly, Duties: Primary roles would include attending quarterly board meetings locally and supporting fundraising efforts along with advocacy for the organizational mission. As a board member I would also play a role governance, recruitment and training of new board members as needed. The Franciscan Health Foundation's divisional boards exist to support Franciscan Health and its entities in that particular division and ensure its success in raising funds to support the most critical needs identified by the hospitals and local communities. This divisional Foundation office is affiliated with the larger health system, Franciscan Alliance, and it draws operational strength and support from that institution, enabling the Foundation divisional board to stay focused on supporting philanthropic endeavors.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-30
  • S66 Uniform Combined State Law Examination
    2025-09-30
Other Names
  • Crystal Lynea Koleff

View on SEC IAPD

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