Kelly E Conger

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	1999-08-09
TX	RA	APPROVED_RES	1999-02-23

OH RA
APPROVED

Since 1999-08-09
TX RA
APPROVED_RES

Since 1999-02-23

Branch Locations

10100 Innovation Dr, Miamisburg, OH 45342 • United States

Centerville, OH • 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 No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dayton	OH	02/1993	Present
Bank Of America,N.A.	Miamisburg	OH	06/2011	Present

02/1993 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dayton, OH
06/2011 → Present

Bank Of America,N.A.

Miamisburg, OH

Other Businesses

I*3045264 Entity Type: N/A Name of OBA:KELLY E CONGER & W.M.C. coTTEE U/A DTD 12/19/2024 Address:Dayton Ohio Investment Related:No Position, Title, Association:Co-Trustee Start Date:0/20/2025 No Hours: 0 Yearly No Hours during trading:0 Yearly Duties:Co-Trustee for Self, Spouse

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-03-14
S63	Uniform Securities Agent State Law Examination	1994-04-08

S65 Uniform Investment Adviser Law Examination

1997-03-14
S63 Uniform Securities Agent State Law Examination

1994-04-08

Other Names

Kelly Elizabeth Wells
Kelly E Wells

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

Other Names

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