Roan Oleary

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-09
MN	RA	APPROVED	2025-12-04

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Minnetonka	MN	09/2025	Present
Preservation Society Of Newport County	Newport	RI	11/2024	08/2025
Hotel Jackson	Jackson	WY	05/2022	08/2022
University Of Tennessee	Knoxville	TN	01/2021	05/2024
Burlington Country Club	Burlington	VT	04/2018	08/2020
South Burlington High School	South Burlington	VT	08/2016	06/2020
Extended Travel	South Burlington	VT	08/2020	01/2021
Stonehaven Llc	New York	NY	05/2024	09/2025
K Capital Partners Llc	Newport	RI	11/2024	09/2025
Figadvise	Oxford		06/2023	08/2023
Vermont Lake Monsters	Burlington	VT	06/2017	08/2017
Bank Of America, N.A.	Minnetonka	MN	11/2025	Present

09/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Minnetonka, MN
11/2024 → 08/2025

Preservation Society Of Newport County

Newport, RI
05/2022 → 08/2022

Hotel Jackson

Jackson, WY
01/2021 → 05/2024

University Of Tennessee

Knoxville, TN
04/2018 → 08/2020

Burlington Country Club

Burlington, VT
08/2016 → 06/2020

South Burlington High School

South Burlington, VT
08/2020 → 01/2021

Extended Travel

South Burlington, VT
05/2024 → 09/2025

Stonehaven Llc

New York, NY
11/2024 → 09/2025

K Capital Partners Llc

Newport, RI
06/2023 → 08/2023

Figadvise

Oxford
06/2017 → 08/2017

Vermont Lake Monsters

Burlington, VT
11/2025 → Present

Bank Of America, N.A.

Minnetonka, MN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-04

Other Firms