Best Investors Account Sign in

Kelsey Neil Davis

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Monroe, LA

New York, NY

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-08-28
  • LA RA
    APPROVED
    Since 2026-08-28

Branch Locations

1809 Glenmar Ave, Monroe, LA 71201 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 07/2026 Present
Madera Residential Frisco TX 02/2019 06/2026
Eli Lilly Dallas TX 08/2016 02/2019
Bank Of America, N.A. Monroe LA 08/2026 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-16
  • S66 Uniform Combined State Law Examination
    2026-07-16
Other Names
  • Kel Davis
  • Kelsey N Davis

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
VINES CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SUMMIT FINANCIAL WEALTH ADVISORS
EDWARD JONES

Other Investors

PAULEN LAMARCA LUTTGEHARM
Don G Banks
MICHAEL ERIC RYAN
HERSCHEL OWEN RYAN
AMBER LEIGH FIFE
Gregory Blake Richards
Sidney Chase Jones
DOROTHY ANN JOHNSTON VINES

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Monroe, LA
J.P. MORGAN SECURITIES LLC · MONROE, LA
WELLS FARGO CLEARING SERVICES, LLC · MONROE, LA
VINES CAPITAL MANAGEMENT, LLC · MONROE, LA
LPL FINANCIAL LLC · MONROE, LA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MONROE, LA
SUMMIT FINANCIAL WEALTH ADVISORS · Monroe, LA
LPL FINANCIAL LLC · MONROE, LA

More in Monroe, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor