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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 2026-05-07
  • FL RA
    APPROVED
    Since 2026-05-07

Branch Locations

9128 Strada Pl, Naples, FL 34108 • United States

One Bryant Park, New York, NY 10036 • 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
University Of Delaware Newark DE 08/2019 12/2023
Southstate Bank Sarasota FL 05/2022 08/2022
Landsberg Bennett Private Wealth Management Punta Gorda FL 07/2023 11/2023
Naples Global Advisors Naples FL 11/2023 06/2025
Manatee County School Disrict Bradenton FL 08/2004 06/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 06/2025 Present
University Of Delaware Newark DE 08/2022 12/2023
State College Of Florida Bradenton FL 07/2018 07/2019
Delaware University Newark DE 08/2022 05/2023
Southeastern Grocers Bradenton FL 05/2019 08/2019
  • 08/2019 → 12/2023
    University Of Delaware
    Newark, DE
  • 05/2022 → 08/2022
    Southstate Bank
    Sarasota, FL
  • 07/2023 → 11/2023
    Landsberg Bennett Private Wealth Management
    Punta Gorda, FL
  • 11/2023 → 06/2025
    Naples, FL
  • 08/2004 → 06/2018
    Manatee County School Disrict
    Bradenton, FL
  • 06/2025 → Present
    Naples, FL
  • 08/2022 → 12/2023
    University Of Delaware
    Newark, DE
  • 07/2018 → 07/2019
    State College Of Florida
    Bradenton, FL
  • 08/2022 → 05/2023
    Delaware University
    Newark, DE
  • 05/2019 → 08/2019
    Southeastern Grocers
    Bradenton, FL
Previous Registrations
Other Businesses

I*3524265, Entity Type: Entity Governmental, Name of OBA: Gulf Coast HS, Address: Naples, Florida, 34119, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 01/21/2026, No Hours: 5 Weekly, No Hours during Trading: 0 Weekly, Duties: I will be responsible for constructing pitching programs and working with the pitchers 1-2 days per week., I am volunteering as a pitching coach for the Girls softball team. This is something I am passionate about since I played softball in college and looking to give back to the community.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-06-09
S65 Uniform Investment Adviser Law Examination 2024-05-30
  • S63 Uniform Securities Agent State Law Examination
    2026-06-09
  • S65 Uniform Investment Adviser Law Examination
    2024-05-30
Other Names
  • Kailey Jaye Christian
  • Kailey Jaye Gunderson

View on SEC IAPD

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