Kenneth A Delk

$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
CA	RA	APPROVED	2011-09-09
TX	RA	APPROVED	2011-09-07

Branch Locations

2555-2595 W Chandler Blvd Ci Client Services, Chandler, AZ 85224 • United States

Phoenix, AZ • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	07/2011	Present
Bank Of America, N.A.	Chandler	AZ	09/2011	Present

07/2011 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
09/2011 → Present

Bank Of America, N.A.

Chandler, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-09-06

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