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Kimberlee Anne Wendell

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Annandale, VA

Bethesda, MD

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-11-12
MD RA APPROVED 2008-10-31
TX RA APPROVED 2008-10-31
  • VA RA
    APPROVED
    Since 2020-11-12
  • MD RA
    APPROVED
    Since 2008-10-31
  • TX RA
    APPROVED
    Since 2008-10-31

Branch Locations

Annandale, VA • United States

7501 Wisconsin Ave, Bethesda, MD 20814 • 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 Bethesda MD 10/2008 Present
Previous Registrations
  • 2007-04-02 → 2008-11-03
    Morgan Stanley & Co. Llc
    Potomac, MD
  • 2005-10-17 → 2007-04-02
    Morgan Stanley Dw Inc.
    Potomac, MD
    Potomac, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-09
  • S66 Uniform Combined State Law Examination
    2005-09-09

View on SEC IAPD

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