Kristin Wilson

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-07-04

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Plano	TX	04/2018	10/2021
Bank Of America, N.A.	Plano	TX	04/2018	10/2021
Intellisoft/Massage Envy	Carrollton	TX	08/2015	04/2018
K4H/Massage Envy	Plano	TX	04/2018	08/2018
Charles Schwab & Co., Inc.	Westlake	TX	10/2021	05/2022
Charles Schwab Bank, Ssb	Westlake	TX	10/2021	05/2022
Northwood University	Cedar Hill	TX	08/2017	08/2020
J.P. Morgan Securities Llc	Southlake	TX	06/2022	Present
Jpmorgan Chase Bank, N.A.	Southlake	TX	06/2022	Present
Wraparound Designs	Fort Worth	TX	12/2022	06/2024

04/2018 → 10/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Plano, TX
04/2018 → 10/2021

Bank Of America, N.A.

Plano, TX
08/2015 → 04/2018

Intellisoft/Massage Envy

Carrollton, TX
04/2018 → 08/2018

K4H/Massage Envy

Plano, TX
10/2021 → 05/2022

Charles Schwab & Co., Inc.

Westlake, TX
10/2021 → 05/2022

Charles Schwab Bank, Ssb

Westlake, TX
08/2017 → 08/2020

Northwood University

Cedar Hill, TX
06/2022 → Present

J.P. Morgan Securities Llc

Southlake, TX
06/2022 → Present

Jpmorgan Chase Bank, N.A.

Southlake, TX
12/2022 → 06/2024

Wraparound Designs

Fort Worth, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-29

Other Firms