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Patrick Michael Kitson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-11-22
  • NC RA
    APPROVED
    Since 2024-11-22

Branch Locations

100 N Tryon St, Charlotte, NC 28255 • 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
The Vanguard Group, Inc. Charlotte NC 05/2017 09/2024
Better Car People Monroe NC 12/2015 04/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 09/2024 Present
Western Governors University Charlotte NC 02/2018 09/2020
  • 05/2017 → 09/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 12/2015 → 04/2017
    Better Car People
    Monroe, NC
  • 09/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Charlotte, NC
  • 02/2018 → 09/2020
    Western Governors University
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-09
S63 Uniform Securities Agent State Law Examination 2017-07-05
  • S66 Uniform Combined State Law Examination
    2021-12-09
  • S63 Uniform Securities Agent State Law Examination
    2017-07-05
Other Names
  • Pat Kitson
  • Patrick Michael Kitson
  • Patrick Kitson

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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