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Katelyn B Wilson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Exton, PA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-15
PA RA APPROVED 2017-05-11
  • TX RA
    APPROVED_RES
    Since 2022-08-15
  • PA RA
    APPROVED
    Since 2017-05-11

Branch Locations

224 Valley Creek Blvd, Exton, PA 19341 • 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 Media PA 01/2017 Present
Usli Wayne PA 06/2011 01/2017
Bank Of America, N.A. Media PA 04/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-10
  • S66 Uniform Combined State Law Examination
    2017-05-10
Other Names
  • Katelyn Brooks
  • Katelyn Marie Brooks
  • Katie Brooks
  • Kate Brooks
  • Katelyn M Brooks

View on SEC IAPD

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STRATEGIC ADVISERS LLC · EXTON, PA
TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA

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