Rebecca D Rupe

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS

Previous Registrations

• 2015-06-05 → 2016-10-10
  Wealthplan Partners
  Omaha, NE
• 2012-07-13 → 2015-06-04
  Lpl Financial Llc
  Omaha, NE
• 2009-05-26 → 2012-06-04
  Truist Investment Services, Inc.
  Coral Gables, FL
  Coral Gables, FL
  Coral Gables, FL

Other Businesses

I*1916310 , Entity Type,For Profit Name of OBA: RB Lakeside Hideaway LLC Address: Olathe,Kansas,66062 Investment Related: no Position, Title, Association: General Partner/Managing Member Employee Start Date:08/15/2024 No Hours: 5 monthly No Hours during trading: 0 Duties:Family LLC for the purpose of future purchase of vacation home, one of the owners of the vacation home

Exams

• S66 Uniform Combined State Law Examination
  2009-06-03
• S65 Uniform Investment Adviser Law Examination
  2009-05-18

Other Names

• Becky Latshaw
• Rebecca Dawn Latshaw
• Rebecca D Latshaw
• Becky San Martin
• Rebecca Dawn San Martin