Katelyn Roberts

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-04-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Victoria's Secret	Houston	TX	02/2013	07/2017
Gables Residential	Houston	TX	10/2016	03/2018
Lpl Financial	Houston	TX	04/2018	04/2020
Symphony Financial, Ltd. Co.	Houston	TX	06/2019	04/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	11/2020	Present
Bath & Body Works	Houston	TX	09/2020	Present
Unemployed	Houston	TX	04/2020	09/2020
Aviation Retirement Strategies	Houston	TX	04/2018	04/2020
Bank Of America, N.A.	Houston	TX	12/2020	Present

02/2013 → 07/2017

Victoria's Secret

Houston, TX
10/2016 → 03/2018

Gables Residential

Houston, TX
04/2018 → 04/2020

Lpl Financial

Houston, TX
06/2019 → 04/2020

Symphony Financial, Ltd. Co.

Houston, TX
11/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
09/2020 → Present

Bath & Body Works

Houston, TX
04/2020 → 09/2020

Unemployed

Houston, TX
04/2018 → 04/2020

Aviation Retirement Strategies

Houston, TX
12/2020 → Present

Bank Of America, N.A.

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-03

Other Firms