Kacey Sueann Mefford

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-28
CA	RA	APPROVED	2026-07-29

TX RA
APPROVED

Since 2026-08-28
CA RA
APPROVED

Since 2026-07-29

Branch Locations

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

One Bryant Park, New York, NY 10036 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chandler	AZ	04/2026	Present
Uber	San Fransico	CA	09/2025	Present
H&R Block	Kansas City	MO	10/2025	04/2026
Paypal Inc	San Jose	CA	10/2018	11/2025
Banner Health	Phoenix	AZ	08/2013	10/2018

04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ
09/2025 → Present

Uber

San Fransico, CA
10/2025 → 04/2026

H&R Block

Kansas City, MO
10/2018 → 11/2025

Paypal Inc

San Jose, CA
08/2013 → 10/2018

Banner Health

Phoenix, AZ

Other Businesses

I*: 4521303 Entity Type: For Profit, Publicly Traded Name: Uber Investment-related: No Address San Francisco, CA; Position, title: delivery driver; Start Date: 09/01/2025 Hours: 20 hrs wkly Hours during security trading hours: 0 Duties: Delivery service Delivery Driver

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-29

S66 Uniform Combined State Law Examination

2026-07-29

Other Names

Kacey S Mefford
Kacey Sueann Mortensen
Kacey Sueann Bowman
Kacey Mortenson

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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