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Kelly J Strand

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-31
CA RA APPROVED 2023-11-08
  • TX RA
    APPROVED
    Since 2024-01-31
  • CA RA
    APPROVED
    Since 2023-11-08

Branch Locations

1331 N California Blvd, Walnut Creek, CA 94596 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 07/2023 Present
Wells Fargo Bank San Francisco CA 07/2019 06/2023
University Of California, San Diego San Diego CA 09/2015 07/2019
Cannon Beach Consultants, Inc San Ramon CA 08/2017 09/2017
Bank Of America N.A. Walnut Creek CA 08/2023 Present
  • 07/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Walnut Creek, CA
  • 07/2019 → 06/2023
    Wells Fargo Bank
    San Francisco, CA
  • 09/2015 → 07/2019
    University Of California, San Diego
    San Diego, CA
  • 08/2017 → 09/2017
    Cannon Beach Consultants, Inc
    San Ramon, CA
  • 08/2023 → Present
    Bank Of America N.A.
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-07
  • S66 Uniform Combined State Law Examination
    2023-11-07

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
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