Randall Kirk

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2025 → 06/2026
  J.P. Morgan Securities Llc
  San Antonio, TX
• 03/2023 → 02/2025
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 07/2018 → 03/2020
  Jasons Deli
  Keller, TX
• 03/2020 → 06/2022
  Citizens Bank
  Irving, TX
• 09/2016 → 04/2018
  Navy Federal Credit Union
  Arlington, TX
• 05/2018 → 06/2018
  Unemployed
  Fort Worth, TX
• 07/2022 → 02/2023
  Unemployed
  Fort Worth, TX
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 01/2014 → 05/2017
  University Of Texas At Dallas
  Richardson, TX
• 08/2026 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Other Businesses

I*5136292 Entity Type: For Profit, Publicly Traded Name of OBA: uber eats Address: McKinney, Texas, 75072 Investment Related: No Position, Title, Association: Other Employee Start Date: 08/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: Income. Food delivery

Exams

• S66 Uniform Combined State Law Examination
  2026-07-29
• S63 Uniform Securities Agent State Law Examination
  2025-04-18

Other Names

• Randall W Kirk
• Randall Wayne Kirk