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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 2021-10-06
VA RA APPROVED 2021-07-27
  • TX RA
    APPROVED
    Since 2021-10-06
  • VA RA
    APPROVED
    Since 2021-07-27

Branch Locations

208 Golden Oak Ct, Virginia Beach, VA 23452 • 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 : 7691 Norfolk VA 06/2005 Present
Bank Of America, N.A. Norfolk VA 06/2023 Present
  • 06/2005 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    Norfolk, VA
  • 06/2023 → Present
    Bank Of America, N.A.
    Norfolk, VA
Other Businesses

I*: 2508264Entity Type: Private FoundationName of OBA: CREW Coastal VirginiaAddress: Lawrence, KS 66049Investment Related: NoPosition, Title, Association: Committee memberEmployee Start Date: 06/02/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 1 hr mthly Duties: Women's Commercial Real Estate Network, member of Community Services Committee -Committee plans events for the network as well as community service activities. I will be responsible for attending monthly meetings to discuss progress on events as well as attending/participating in events when able. I*2098270, Entity Type: Entity Charitable, Name of OBA: Saint Gregory the Great Catholic School, Address: Virginia Beach, Virginia Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/18/2025 No Hours: 2 Monthly No Hours during trading: 1 Duties:Parent Teacher Guild to support teachers and students at Saint Gregory the Great School.As President of the PTG I will facilitate PTG board meetings, ensure committee chairs have needed support and resources, and participate in budget allocation exercises. I will not have check writing privileges or direct authority over funds.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-23
  • S66 Uniform Combined State Law Examination
    2021-07-23
Other Names
  • Jillian Baumler Kleine
  • Jillian Marie Baumler

View on SEC IAPD

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