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Rachel H Kelley

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Key Largo, FL

Coral Gables, FL

Mashpee, MA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-06
TX RA APPROVED_RES 2007-01-17
  • FL RA
    APPROVED
    Since 2023-12-06
  • TX RA
    APPROVED_RES
    Since 2007-01-17

Branch Locations

Key Largo, FL • United States

355 Alhambra Cir Fl Pwm Cg Iii, Coral Gables, FL 33134 • United States

Mashpee, MA • 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, Inc. Burlington MA 07/2000 Present
Bank Of America, N.A. Burlington MA 07/2011 Present
  • 07/2000 → Present
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Burlington, MA
  • 07/2011 → Present
    Bank Of America, N.A.
    Burlington, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-22
S63 Uniform Securities Agent State Law Examination 1993-10-06
  • S65 Uniform Investment Adviser Law Examination
    1997-07-22
  • S63 Uniform Securities Agent State Law Examination
    1993-10-06
Designations
Other Names
  • Rachael Kursheedt Hoffman Kelley
  • Rachael Kursheedt Hoffman
  • Rachel Kursheedt Hoffman Kelley
  • Rachel K Kelley

View on SEC IAPD

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