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Kevin William Wolnik

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Aventura, FL

Sunny Isles, FL

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-01-11
TX RA APPROVED_RES 2019-01-10
  • FL RA
    APPROVED
    Since 2019-01-11
  • TX RA
    APPROVED_RES
    Since 2019-01-10

Branch Locations

18305 Biscayne Blvd, Aventura, FL 33160 • United States

125 178Th St, Sunny Isles, FL 33160 • 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
Wells Fargo Advisors, Llc. North Miami Beach FL 06/2013 11/2016
Wells Fargo Bank Na North Miami Beach FL 06/2013 03/2017
Wells Fargo Clearing Services, Llc North Miami Beach FL 11/2016 03/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Plantation FL 12/2018 Present
Bank Of America, N.A. Plantation FL 12/2018 Present
Totalbank Aventura FL 03/2017 07/2018
Unemployed Aventura FL 07/2018 12/2018
  • 06/2013 → 11/2016
    Wells Fargo Advisors, Llc.
    North Miami Beach, FL
  • 06/2013 → 03/2017
    Wells Fargo Bank Na
    North Miami Beach, FL
  • 11/2016 → 03/2017
    Wells Fargo Clearing Services, Llc
    North Miami Beach, FL
  • 12/2018 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Plantation, FL
  • 12/2018 → Present
    Bank Of America, N.A.
    Plantation, FL
  • 03/2017 → 07/2018
    Totalbank
    Aventura, FL
  • 07/2018 → 12/2018
    Unemployed
    Aventura, FL
Previous Registrations
  • 2013-07-02 → 2017-03-24
    Wells Fargo Clearing Services, Llc
    North Miami Beach, FL
    Miami, FL
    Fort Lauderdale, FL
  • 2011-03-11 → 2012-09-04
    Wells Fargo Clearing Services, Llc
    Fort Lauderdale, FL
    Hollywood, FL
  • 2008-09-09 → 2010-01-15
    Idb Capital Corp.
    Aventura, FL
  • 2007-04-10 → 2008-09-05
    Morgan Keegan & Company, Llc
    Birmingham, AL
    Sunrise, FL
  • 2006-10-02 → 2007-04-11
    Pfic Advisors, Inc.
    Franklin, TN
  • 2005-04-11 → 2006-04-20
    Northwestern Mutual Investment Services, Llc
    Ft. Lauderdale, FL
    Ft Lauderdale, FL
  • 2004-03-16 → 2005-03-09
    Mony Securities Corporation
    Ft. Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-09
  • S66 Uniform Combined State Law Examination
    2000-05-09
Other Names
  • Kevin W Wolnik

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL
CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL
PINNACLE INVESTMENTS, LLC · MIAMI, FL
LPL FINANCIAL LLC · AVENTURA, FL
J.P. MORGAN SECURITIES LLC · AVENTURA, FL
KAILIX ADVISORS LLC · AVENTURA, FL

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