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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-05 |
| FL | RA | APPROVED | 2009-10-23 |
Branch Locations
Clearwater Beach, FL • United States
101 E Kennedy Blvd, Tampa, FL 33602 • United States
601 Cleveland St, Clearwater, FL 33755 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Fort Lauderdale | FL | 02/1997 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 10/2009 | Present |
I*3395265, Entity Type: Entity For Profit, Name of OBA: Stephen Katsarelis Sole Proprietor , Address: Clearwater, Florida, 33767, Investment Related: N, Position, Title, Association: Owner, Employee Start Date: 12/29/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: i maintain personal social media accounts on Facebook and Instagram where I occasionally post travel, nature content and lifestyle content. These accounts are personal in nature and are not used for financial services, investment advice, solicitation, or promotion of Merrill or its products or services. There is no expectation of material income; however the platforms may generate nominal or incidental compensation (e.g., advertising or creator payments). Activity is infrequent, passive, and not time intensive, and does not interfere with my responsibilities at Merrill.Personal travel and nature content on social media; no financial services or solicitation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-23 |
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