Jennifer Lynn Berdell

$301M regulatory AUM

Reported services (Item 5G)

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

4801 Cox Road Suite 200, Glen Allen, VA 23060 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2019-05-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Richmond	VA	01/2009	05/2019
Bank Of America, N.A.	Richmond	VA	12/2009	05/2019
Kinloch Capital, Llc	Glen Allen	VA	05/2019	Present

01/2009 → 05/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Richmond, VA
12/2009 → 05/2019

Bank Of America, N.A.

Richmond, VA
05/2019 → Present

Kinloch Capital, Llc

Glen Allen, VA

2009-01-16 → 2019-05-28

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Richmond, VA
2006-02-09 → 2009-01-21

Wells Fargo Clearing Services, Llc

Richmond, VA
2004-09-15 → 2005-11-09

Wealthcare Capital Management Llc

Richmond, VA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-03-27

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