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Kevin A Kimzey

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Sante Fe, NM

Key West, FL

Wayne, PA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-07-02
FL RA APPROVED 2018-02-22
ME RA APPROVED 2010-07-30
PA RA APPROVED 2010-06-24
TX RA APPROVED_RES 1996-02-06
  • NM RA
    APPROVED
    Since 2026-07-02
  • FL RA
    APPROVED
    Since 2018-02-22
  • ME RA
    APPROVED
    Since 2010-07-30
  • PA RA
    APPROVED
    Since 2010-06-24
  • TX RA
    APPROVED_RES
    Since 1996-02-06

Branch Locations

Sante Fe, NM • United States

3200 Flagler Ave, Key West, FL 33040 • United States

724 W Lancaster Ave, Wayne, PA 19087 • 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 Incorporated Wayne PA 10/1995 Present
Bank Of America,N.A. Wayne PA 06/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-04
S63 Uniform Securities Agent State Law Examination 1995-12-20
  • S65 Uniform Investment Adviser Law Examination
    1996-01-04
  • S63 Uniform Securities Agent State Law Examination
    1995-12-20
Other Names
  • Kevin A Kimzey
  • Kevin Andrew Kimzey

View on SEC IAPD

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