Best Investors Account Sign in

Kreg Callery

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tulsa, OK

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-11-07
OK RA APPROVED 2012-10-10
  • TX RA
    APPROVED_RES
    Since 2012-11-07
  • OK RA
    APPROVED
    Since 2012-10-10

Branch Locations

6100 S Yale Ave, Tulsa, OK 74136 • 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 Tulsa OK 08/2012 Present
Bank Of America, N.A. Tulsa OK 01/2013 Present
Previous Registrations
  • 2006-05-04 → 2012-09-05
    Securian Financial Services, Inc.
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-21
S63 Uniform Securities Agent State Law Examination 2006-01-30
  • S65 Uniform Investment Adviser Law Examination
    2006-04-21
  • S63 Uniform Securities Agent State Law Examination
    2006-01-30
Other Names
  • Kreg Steven Callery

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor