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Kyle O'KEefe

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Saint Petersburg, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-20
FL RA APPROVED 2024-08-06
  • TX RA
    APPROVED
    Since 2024-08-20
  • FL RA
    APPROVED
    Since 2024-08-06

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

200 Central Ave, Saint Petersburg, FL 33701 • 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 Saint Petersburg FL 05/2022 Present
Winn Dixie Hudson FL 12/2017 06/2023
'RAsmussen University Ocala FL 04/2021 06/2023
High School Hudson FL 08/2016 05/2019
Bank Of America, N.A. Saint Petersburg FL 04/2026 Present
  • 05/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Saint Petersburg, FL
  • 12/2017 → 06/2023
    Winn Dixie
    Hudson, FL
  • 04/2021 → 06/2023
    'RAsmussen University
    Ocala, FL
  • 08/2016 → 05/2019
    High School
    Hudson, FL
  • 04/2026 → Present
    Bank Of America, N.A.
    Saint Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-01
  • S66 Uniform Combined State Law Examination
    2024-08-01
Other Names
  • Kyle Joseph O'KEefe
  • Kyle J Okeefe

View on SEC IAPD

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