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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 2025-06-16
DC RA APPROVED 2025-03-20
  • TX RA
    APPROVED
    Since 2025-06-16
  • DC RA
    APPROVED
    Since 2025-03-20

Branch Locations

1800 K St Nw, Washington, DC 20006 • 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 Washington DC 10/2024 Present
Unemployed Washington DC 07/2022 09/2024
Whetstone Health Bethesda MD 08/2021 07/2022
Cellphire Therapeutics Rockville MD 07/2020 06/2021
Unemployed Washington DC 05/2019 07/2020
University Of Richmond Richmond VA 08/2015 05/2019
Bank Of America Merrill Lynch New York NY 06/2018 08/2018
Bank Of America Merrill Lynch Washington DC 06/2017 08/2017
University Of Richmond Richmond VA 09/2016 11/2016
Bank Of America, N.A Washington DC 10/2025 Present
  • 10/2024 → Present
    Washington, DC
  • 07/2022 → 09/2024
    Unemployed
    Washington, DC
  • 08/2021 → 07/2022
    Whetstone Health
    Bethesda, MD
  • 07/2020 → 06/2021
    Cellphire Therapeutics
    Rockville, MD
  • 05/2019 → 07/2020
    Unemployed
    Washington, DC
  • 08/2015 → 05/2019
    University Of Richmond
    Richmond, VA
  • 06/2018 → 08/2018
    Bank Of America Merrill Lynch
    New York, NY
  • 06/2017 → 08/2017
    Bank Of America Merrill Lynch
    Washington, DC
  • 09/2016 → 11/2016
    University Of Richmond
    Richmond, VA
  • 10/2025 → Present
    Bank Of America, N.A
    Washington, DC
Other Businesses

I*: 2050263Name of the other business: K V Capital, LLCWhether the business is investment-related: NoNature of the other business: Mobile and web app development.Title, or relationship with the other business: FounderStart date of your relationship: August 2020Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0Briefly describe your duties relating to the other business: I am the Managing Member, sole proprietor and only employee. I created the LLC structure as a holding company to pursue startup activities in iOS and web app development. The LLC is registered in Washington, DC and in good standing but is currently inactive. There are no employees; no revenue (or revenue-generating activities underway); nor any obligations to meet. I do not presently commit any time to the LLC. The LLC is titled "V Capital" but has never made any investments nor is it funded with any capital. I*2675283, Entity Type: Entity For Profit, Name of OBA: K S Photography, Address: Washington, District of Columbia, 20015, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Sole photographer, Photographer for hire

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-21
  • S66 Uniform Combined State Law Examination
    2025-02-21
Other Names
  • Keenan Shepard

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