Corey Kimble

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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	2014-12-18
OH	RA	APPROVED	2013-12-04

TX RA
APPROVED

Since 2014-12-18
OH RA
APPROVED

Since 2013-12-04

Branch Locations

30195 Chagrin Blvd, Pepper Pike, OH 44124 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chagrin Falls	OH	08/2013	Present
Bank Of America, N.A.	Chagrin Falls	OH	02/2014	Present

08/2013 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chagrin Falls, OH
02/2014 → Present

Bank Of America, N.A.

Chagrin Falls, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-12-03

S66 Uniform Combined State Law Examination

2013-12-03

Other Names

Corey James Kimble
Corey James Kimble

View on SEC IAPD

Employer firm

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Exams

Other Names

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