Kaitlyn Young

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD

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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_RES	2022-03-29
MD	RA	APPROVED	2017-10-27

TX RA
APPROVED_RES

Since 2022-03-29
MD RA
APPROVED

Since 2017-10-27

Branch Locations

11333 Mccormick Rd, Hunt Valley, MD 21031 • 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	Hunt Valley	MD	07/2017	Present
Randolph-Macon College	Ashland	VA	09/2013	05/2017
Genworth Financial, Inc.	Richmond	VA	01/2017	01/2017
Davis Farvolden, Md, Llc	Lutherville	MD	06/2016	09/2016

07/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hunt Valley, MD
09/2013 → 05/2017

Randolph-Macon College

Ashland, VA
01/2017 → 01/2017

Genworth Financial, Inc.

Richmond, VA
06/2016 → 09/2016

Davis Farvolden, Md, Llc

Lutherville, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-26

S66 Uniform Combined State Law Examination

2017-10-26

Other Names

Kaitlyn Wood
Kaitlyn Elizabeth Wood

View on SEC IAPD

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Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD

GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

OSAIC WEALTH, INC. · HUNT VALLEY, MD

INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD

AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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