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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 2026-02-25
IA RA APPROVED 2026-02-23
  • TX RA
    APPROVED
    Since 2026-02-25
  • IA RA
    APPROVED
    Since 2026-02-23

Branch Locations

1065 Sierra Ct Ne Adp-Home Office, Cedar Rapids, IA 52402 • United States

9000 Southside Blvd Ci Client Management, Jacksonville, FL 32256 • 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 Cedar Rapids IA 12/2025 Present
Cedar Rapids Community School District Cedar Rapids IA 03/2024 Present
Harrison Group, Inc. Cedar Rapids IA 09/2019 12/2025
Texas Roadhouse Cedar Rapids IA 09/2014 09/2018
Cedar Rapids Xavier High School Cedar Rapids IA 08/2017 11/2022
Adrenaline Volleyball Academy Cedar Rapids IA 11/2016 07/2021
Bank Of America, N.A. Cedar Rapids IA 02/2026 Present
  • 12/2025 → Present
    Cedar Rapids, IA
  • 03/2024 → Present
    Cedar Rapids Community School District
    Cedar Rapids, IA
  • 09/2019 → 12/2025
    Harrison Group, Inc.
    Cedar Rapids, IA
  • 09/2014 → 09/2018
    Texas Roadhouse
    Cedar Rapids, IA
  • 08/2017 → 11/2022
    Cedar Rapids Xavier High School
    Cedar Rapids, IA
  • 11/2016 → 07/2021
    Adrenaline Volleyball Academy
    Cedar Rapids, IA
  • 02/2026 → Present
    Bank Of America, N.A.
    Cedar Rapids, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-23
  • S66 Uniform Combined State Law Examination
    2026-02-23
Other Names
  • Cait Klenk
  • Caiti Klenk
  • Caitlyn K Klenk
  • Caitlyn Kirsten Filer

View on SEC IAPD

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