Bethany G Watkins

$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:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-16
KY	RA	APPROVED	2023-12-16

Branch Locations

101 Bullitt Ln, Louisville, KY 40222 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Louisville	KY	11/2022	Present
Wagner Family Dentistry	Louisville	KY	06/2018	11/2022
Pediatric Dentistry	Louisville	KY	07/2019	08/2022
Full Time Student	Louisville	KY	07/2013	06/2018
Darden Restaurants, Inc.	Louisville	KY	02/2017	08/2017
Panera, Llc	Louisville	KY	11/2017	03/2018
Chili's Bar And Grill	Louisville	KY	04/2018	05/2018
University Of Louisville	Louisville	KY	05/2016	05/2018
University Of Louisville	Louisville	KY	08/2020	05/2022

11/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Louisville, KY
06/2018 → 11/2022

Wagner Family Dentistry

Louisville, KY
07/2019 → 08/2022

Pediatric Dentistry

Louisville, KY
07/2013 → 06/2018

Full Time Student

Louisville, KY
02/2017 → 08/2017

Darden Restaurants, Inc.

Louisville, KY
11/2017 → 03/2018

Panera, Llc

Louisville, KY
04/2018 → 05/2018

Chili's Bar And Grill

Louisville, KY
05/2016 → 05/2018

University Of Louisville

Louisville, KY
08/2020 → 05/2022

University Of Louisville

Louisville, KY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-15