Kalpana Kristine Beach

Current Employers

Employment History

• 04/2018 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake, OH
• 05/2016 → 04/2017
  Unemployed
  Westlake, OH
• 04/2017 → 08/2017
  Apex Systems
  El Segundo, CA
• 07/2017 → 12/2017
  Bay Club
  Redondo Beach, CA
• 09/2017 → 04/2018
  Crescent Height (Ten Thousand)
  Beverly Hills, CA
• 11/2017 → 12/2017
  Nike
  Santa Monica, CA
• 01/2018 → 03/2018
  Raffaello Hotel Operations
  Los Angeles, CA
• 11/2018 → 08/2022
  Bank Of America, N.A.
  Westlake, OH
• 08/2022 → Present
  Raymond James & Assocites
  Westlake, OH

Previous Registrations

• 2020-01-17 → 2022-08-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake, OH
  New York, NY

Other Businesses

(1) Name of Business: Stelmont LLC Address: 6060 Father Caruso Drive\nApt 2419, Cleveland, OH, 44102, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the sole owner and manager of Stelmont LLC, an interior design and home staging company. My responsibilities include design consulting, project management, marketing, and client relations. The business is entirely separate from my financial advisory role and does not involve any investment, financial planning, or securities-related activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-15
• S63 Uniform Securities Agent State Law Examination
  2019-08-02

Other Names

• Kalpana Beach