Kurtis S Finkel

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2014-02-26
NJ	RA	APPROVED	2012-04-25

TX RA
APPROVED

Since 2014-02-26
NJ RA
APPROVED

Since 2012-04-25

Branch Locations

3100 Hingston Ave, Egg Harbor Township, NJ 08234 • United States

Linwood, NJ • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner And Smith Incorporated	Egg Harbor Twp	NJ	01/2012	Present
Bank Of America, N.A.	Egg Harbor Township	NJ	04/2012	Present

01/2012 → Present

Merrill Lynch, Pierce, Fenner And Smith Incorporated

Egg Harbor Twp, NJ
04/2012 → Present

Bank Of America, N.A.

Egg Harbor Township, NJ

Other Businesses

I*3285269, Entity Type: , Name of OBA: D F, Address: Brigantine, New Jersey, 08203, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/08/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*3285270, Entity Type: , Name of OBA: P F, Address: Brigantine , New Jersey, 08203, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 12/08/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*3378266, Entity Type: , Name of OBA: P L F, Address: Egg Harbor Twp, New Jersey, 08234, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 01/01/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-04-24

S66 Uniform Combined State Law Examination

2012-04-24

Other Names

Kurtis Finkel
Kurtis Scott Finkel

View on SEC IAPD