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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 2023-06-29
UT RA APPROVED 2023-06-22
  • TX RA
    APPROVED
    Since 2023-06-29
  • UT RA
    APPROVED
    Since 2023-06-22

Branch Locations

280 S Main St, Salt Lake City, UT 84101 • United States

1868 S 300 W Ste C , Salt Lake City , UT 84115 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quick & Reilly Greenwood Village CO 12/2001 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 11/2016 03/2022
Wells Fargo Clearing Services, Llc Salt Lake City UT 04/2022 05/2023
Wells Fargo Bank, Na Salt Lake City UT 03/2022 05/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 05/2023 Present
Bank Of America N.A. Salt Lake City UT 08/2023 Present
Previous Registrations
  • 2022-04-26 → 2023-06-01
    Salt Lake City, UT
    Salt Lake City, UT
  • 2007-09-27 → 2008-10-06
    Greenwood Village, CO
  • 2005-07-08 → 2006-03-01
    Chase Investment Services Corp.
    Anada, CO
  • 2004-09-14 → 2005-07-07
    Forta Financial Group, Inc.
    Greenwood Village, CO
  • 2002-11-21 → 2004-09-16
    Quick & Reilly, Inc.
    Greenwood Village, CO
Other Businesses

I*2796282, Entity Type: , Name of OBA: P M Trust, Address: Corvallis, Oregon, 97033, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 10/20/2001, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: I*3034290 Entity Type: Charitable Name of OBA:ShelterKids Address:Salt Lake City Utah Investment Related:No Position, Title, Association:Board Member Start Date:12/01/2025 No Hours: 2 Weekly No Hours during trading:0 Weekly Duties:Assist in programs to assist at risk youth in the Salt Lake City Utah area, including fundraising, event planning and program discussions

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-30
S65 Uniform Investment Adviser Law Examination 1998-03-06
S63 Uniform Securities Agent State Law Examination 1994-07-15
  • S66 Uniform Combined State Law Examination
    2022-03-30
  • S65 Uniform Investment Adviser Law Examination
    1998-03-06
  • S63 Uniform Securities Agent State Law Examination
    1994-07-15
Other Names
  • Laura Lynn Callahan
  • Laura Lynn Soladay
  • Laura Lynne Soladay
  • Laura Callahan
  • Laura L Callahan Soladay
  • Laura Lynne Callahan Soladay
  • Laura Soladay

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