Kathryn D Medeiros

Current Employers

Employment History

• 06/2014 → 04/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hanover, NH
• 01/2015 → 04/2023
  Bank Of America, N.A.
  Hanover, NH
• 04/2023 → Present
  Kestra Investment Services, Llc
  Hanover, NH
• 04/2023 → Present
  Kestra Advisory Services, Llc
  Hanover, NH

Previous Registrations

• 2014-09-19 → 2023-04-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hanover, NH

Other Businesses

Name: TORCH FAMILY OFFICE , TORCH FAMILY POSITION: Principal- Member NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 04/26/2023 ADDRESS: 44 S. Main St., Floor 2, Hanover NH 03755 DESCRIPTION: Carry out and manage Family office and executive support services to families and family businesses, including planning, charitable giving advice, concierge services, advising on personnel, third party professionals, budgeting, potential divestitures, successions and business combinations, education, travel, cash management, risk management, lifestyle management and miscellaneous household arrangements. Activities will not include assisting in the creation of a security, including connecting the buyer and seller. Compensation will accepted for a business sale transaction. Valuation services in connection with a business sale transaction will not be conducted. Name: ADVISORS IN PHILANTHROPY POSITION: board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2023 ADDRESS: 2001 Crocker Rd, Suite, Westlake OH 44145 DESCRIPTION: I sit on a meeting once a month where we discuss how to reach a broader audience, what our conference should look like, and what committee members had discussed. In term of the committee, I look for sponsors for our annual conference Name SPECIAL NEEDS SUPPORT CENTER POSITION: board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 09/16/2024 ADDRESS: 129 South Main St, White River Junction VT 05001, United States DESCRIPTION: I am a member of the nominations and evaluations committee which seeks members of the board as well as evaluates the Executive Director. I also am a member of the finance committee as explained above.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-18

Designations

Other Names

• Kathryn Devereaux Webb
• Kathryn Devereaux Medeiros