Best Investors Account Sign in

Kevin Richard Espy

Edward Jones

Rockville, MD

Claim This Profile
Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-31
  • MD RA
    APPROVED
    Since 2025-01-31

Branch Locations

12300 Twinbrook Parkway Ste 340, Rockville, MD 20852 • 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
Soloman Schechter School Of Westchester Hartsdale NY 11/2017 08/2018
The Ideal School Of Manhattan New York NY 09/2012 10/2017
Axa Advisors, Llc New York NY 05/2018 08/2018
New York Life Insurance Co. White Plains NY 08/2018 01/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 03/2020 10/2021
Unemployed Derwood MD 01/2020 03/2020
Bank Of America, N.A. Bethesda MD 03/2020 10/2021
Fidelity Investments Derwood MD 10/2021 08/2022
Edward Jones St. Louis MO 01/2025 Present
Fidelity Investments Rockville MD 08/2022 01/2025
  • 11/2017 → 08/2018
    Soloman Schechter School Of Westchester
    Hartsdale, NY
  • 09/2012 → 10/2017
    The Ideal School Of Manhattan
    New York, NY
  • 05/2018 → 08/2018
    Axa Advisors, Llc
    New York, NY
  • 08/2018 → 01/2020
    New York Life Insurance Co.
    White Plains, NY
  • 03/2020 → 10/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bethesda, MD
  • 01/2020 → 03/2020
    Unemployed
    Derwood, MD
  • 03/2020 → 10/2021
    Bank Of America, N.A.
    Bethesda, MD
  • 10/2021 → 08/2022
    Fidelity Investments
    Derwood, MD
  • 01/2025 → Present
    Edward Jones
    St. Louis, MO
  • 08/2022 → 01/2025
    Fidelity Investments
    Rockville, MD
Previous Registrations
  • 2021-12-15 → 2025-02-11
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Derwood, MD
  • 2021-01-07 → 2021-10-05
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    North Bethesda, MD
    New York, NY
    Silver Spring, MD
    Silver Spring, MD
    Bethesda, MD
    Gaithersburg, MD
    Gaithersburg, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-05
  • S66 Uniform Combined State Law Examination
    2021-01-05
Other Names
  • Kevin Espy
  • Kevin Richard Espy

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor