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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED | 2016-11-15 |
Branch Locations
45 William St, Wellesley Hills, MA 02481 • United States
Weymouth, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 03/2016 | Present |
I*1748259Entity Type, Name of OBA: Rental Property 1Address: AUSTINTexas78748Investment Related: NoCompensation: YesPosition, Title, Association: Sole ownerEmployee Start Date: 02/01/2024No Hours: No Hours during trading: 0Duties: I*2738287, Entity Type: Entity For Profit, Name of OBA: kyleandco, Address: Norwell, Massachusetts, 02061, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 09/01/2025, No Hours: 6 Monthly, No Hours during Trading: 0 Monthly, Duties: Billing & accounts receivable; maintaining income/expense records, HR research and advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-21 |
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