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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 2018-03-09
  • TX RA
    APPROVED
    Since 2018-03-09

Branch Locations

2690 W Lucas Rd, Lucas, TX 75002 • United States

1011 W Mcdermott Dr, Allen, TX 75013 • 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 Plano TX 03/2008 Present
Bank Of America, N.A. Plano TX 03/2008 Present
Other Businesses

I*: 2635274 Entity Type: Fiduciary role Name of OBA: L. B. Trust Address: League City, TX 77573 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 08/29/2024 Number of Hours: 0 Number of Hours during trading: 0 Duties: Successor Trustee for Parents

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-08
  • S66 Uniform Combined State Law Examination
    2018-03-08
Other Names
  • Kirbi Leigh Louis
  • Kirbi Stellano

View on SEC IAPD

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