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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 2025-01-11
CO RA APPROVED 2025-01-07
  • TX RA
    APPROVED
    Since 2025-01-11
  • CO RA
    APPROVED
    Since 2025-01-07

Branch Locations

921 Walnut St, Boulder, CO 80302 • United States

921 Walnut St, Boulder, CO 80302 • 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
Fidelity Brokerage Services Llc Westlake TX 08/2022 07/2023
Chewy, Inc. Richardson TX 03/2022 08/2022
Student At Texas A&M University-Commerce Commerce TX 08/2019 05/2022
Employee Solutions Greenville TX 08/2021 10/2021
First Convenience Bank Greenville TX 04/2021 08/2021
Jpmorgan Chase Greenville TX 11/2020 04/2021
First Convenience Bank Greenville TX 05/2019 11/2020
Unemployed Greenville TX 03/2019 05/2019
Masonite Greenville TX 09/2018 03/2019
Shoe Department Greenville TX 12/2017 09/2018
Student At The King's College New York NY 08/2017 12/2017
Shoe Department Greenville TX 05/2017 08/2017
Unemployed Greenville TX 01/2017 05/2017
Target Rockwall TX 11/2016 01/2017
Unemployed Greenville TX 06/2016 11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 07/2023 Present
Paris Junior College Greenville TX 01/2018 12/2018
  • 08/2022 → 07/2023
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2022 → 08/2022
    Chewy, Inc.
    Richardson, TX
  • 08/2019 → 05/2022
    Student At Texas A&M University-Commerce
    Commerce, TX
  • 08/2021 → 10/2021
    Employee Solutions
    Greenville, TX
  • 04/2021 → 08/2021
    First Convenience Bank
    Greenville, TX
  • 11/2020 → 04/2021
    Jpmorgan Chase
    Greenville, TX
  • 05/2019 → 11/2020
    First Convenience Bank
    Greenville, TX
  • 03/2019 → 05/2019
    Unemployed
    Greenville, TX
  • 09/2018 → 03/2019
    Masonite
    Greenville, TX
  • 12/2017 → 09/2018
    Shoe Department
    Greenville, TX
  • 08/2017 → 12/2017
    Student At The King's College
    New York, NY
  • 05/2017 → 08/2017
    Shoe Department
    Greenville, TX
  • 01/2017 → 05/2017
    Unemployed
    Greenville, TX
  • 11/2016 → 01/2017
    Target
    Rockwall, TX
  • 06/2016 → 11/2016
    Unemployed
    Greenville, TX
  • 07/2023 → Present
    Dallas, TX
  • 01/2018 → 12/2018
    Paris Junior College
    Greenville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-22
S63 Uniform Securities Agent State Law Examination 2022-12-09
  • S66 Uniform Combined State Law Examination
    2023-12-22
  • S63 Uniform Securities Agent State Law Examination
    2022-12-09
Other Names
  • Kayla Rae Lane
  • Kayla R Lane

View on SEC IAPD

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