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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 2026-02-11
GA RA APPROVED 2026-01-20
  • TX RA
    APPROVED
    Since 2026-02-11
  • GA RA
    APPROVED
    Since 2026-01-20

Branch Locations

4400 Wade Green Rd, Kennesaw, GA 30144 • 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
J. P. Morgan Securities Llc Atlanta GA 06/2022 07/2025
Jpmorgan Chase Bank N. A. Atlanta GA 06/2021 07/2025
Bossdom Marketing Peachtree City GA 06/2020 06/2021
Gardaworld Security Services Mableton GA 11/2018 06/2020
The Bank Of Greene County Catskill NY 03/2018 08/2018
United States Army Fort Knox KY 04/2009 04/2017
New Paltz University New Paltz NY 08/2014 12/2017
Unemployed Atlanta GA 08/2018 11/2018
Unemployed Catskill NY 01/2018 02/2018
Kbl Business Solutions Llc Mableton GA 04/2024 06/2025
Thrivent Investment Management Inc Minneapolis MN 07/2025 12/2025
Thrivent Financial Appleton WI 07/2025 12/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kennesaw GA 12/2025 Present
Bank Of America, N.A. Kennesaw GA 01/2026 Present
  • 06/2022 → 07/2025
    J. P. Morgan Securities Llc
    Atlanta, GA
  • 06/2021 → 07/2025
    Jpmorgan Chase Bank N. A.
    Atlanta, GA
  • 06/2020 → 06/2021
    Bossdom Marketing
    Peachtree City, GA
  • 11/2018 → 06/2020
    Gardaworld Security Services
    Mableton, GA
  • 03/2018 → 08/2018
    The Bank Of Greene County
    Catskill, NY
  • 04/2009 → 04/2017
    United States Army
    Fort Knox, KY
  • 08/2014 → 12/2017
    New Paltz University
    New Paltz, NY
  • 08/2018 → 11/2018
    Unemployed
    Atlanta, GA
  • 01/2018 → 02/2018
    Unemployed
    Catskill, NY
  • 04/2024 → 06/2025
    Kbl Business Solutions Llc
    Mableton, GA
  • 07/2025 → 12/2025
    Minneapolis, MN
  • 07/2025 → 12/2025
    Thrivent Financial
    Appleton, WI
  • 12/2025 → Present
    Kennesaw, GA
  • 01/2026 → Present
    Bank Of America, N.A.
    Kennesaw, GA
Previous Registrations
Other Businesses

I*3827297 Entity Type: Entity For Profit Name of OBA: KBL Business Solutions LLC Address: Atlanta, Georgia, 30341 Investment Related: No Position, Title, Association: Owner Employee Start Date: 12/07/2021 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: This business was formed in 2021 and it involves renting out cars on Touro. I am responsible for listing, cleaning, and servicing cars on Touro. I managed the pickup and drop off times and made sure the vehicles was serviceable for clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-17
S63 Uniform Securities Agent State Law Examination 2022-11-08
  • S66 Uniform Combined State Law Examination
    2025-11-17
  • S63 Uniform Securities Agent State Law Examination
    2022-11-08
Other Names
  • Kevon Bartee

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