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Kimberly Bai-Mcguire

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Paul, MN

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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 2026-06-09
MN RA APPROVED 2026-04-02
  • TX RA
    APPROVED
    Since 2026-06-09
  • MN RA
    APPROVED
    Since 2026-04-02

Branch Locations

2044 Ford Pkwy, Saint Paul, MN 55116 • 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 Saint Paul MN 01/2026 Present
U.S. Bank Saint Paul MN 08/2024 01/2026
Bmo Bank Saint Paul MN 02/2024 08/2024
U.S. Bank Saint Paul MN 05/2022 02/2024
Wells Fargo Saint Paul MN 12/2021 04/2022
Unemployment Eden Prarie MN 12/2019 12/2021
Unemployment Auckland 06/2018 12/2019
Serko Ltd Auckland 12/2011 06/2018
Bank Of America, N.A. Saint Paul MN 03/2026 Present
  • 01/2026 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Saint Paul, MN
  • 08/2024 → 01/2026
    U.S. Bank
    Saint Paul, MN
  • 02/2024 → 08/2024
    Bmo Bank
    Saint Paul, MN
  • 05/2022 → 02/2024
    U.S. Bank
    Saint Paul, MN
  • 12/2021 → 04/2022
    Wells Fargo
    Saint Paul, MN
  • 12/2019 → 12/2021
    Unemployment
    Eden Prarie, MN
  • 06/2018 → 12/2019
    Unemployment
    Auckland
  • 12/2011 → 06/2018
    Serko Ltd
    Auckland
  • 03/2026 → Present
    Bank Of America, N.A.
    Saint Paul, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-02
S63 Uniform Securities Agent State Law Examination 2025-11-03
  • S65 Uniform Investment Adviser Law Examination
    2026-04-02
  • S63 Uniform Securities Agent State Law Examination
    2025-11-03
Other Names
  • Lin Bai

View on SEC IAPD

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