George Kalema

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-14
WA	RA	APPROVED	2024-07-09

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Seattle	WA	03/2024	Present
Empirical Wealth Management	Seattle	WA	09/2022	02/2023
Brown University Athletics	Providence	RI	09/2017	12/2021
Axcl Logistics	Seattle	WA	05/2023	03/2024
Ecomovers	Seattle	WA	04/2023	11/2023
N/A	Seattle	WA	02/2023	03/2023
One On One Basketball	Alexandria	WA	06/2020	10/2020
Episcopal High School	Alexandria	VA	08/2014	06/2017
N/A	Burke	VA	06/2017	09/2017
N/A	Burke	VA	12/2021	01/2022
Edge Delta	Seattle	WA	01/2022	06/2022
N/A	Seattle	WA	06/2022	09/2022
Bank Of America, N.A.	Seattle	WA	07/2024	Present

03/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Seattle, WA
09/2022 → 02/2023

Empirical Wealth Management

Seattle, WA
09/2017 → 12/2021

Brown University Athletics

Providence, RI
05/2023 → 03/2024

Axcl Logistics

Seattle, WA
04/2023 → 11/2023

Ecomovers

Seattle, WA
02/2023 → 03/2023

N/A

Seattle, WA
06/2020 → 10/2020

One On One Basketball

Alexandria, WA
08/2014 → 06/2017

Episcopal High School

Alexandria, VA
06/2017 → 09/2017

N/A

Burke, VA
12/2021 → 01/2022

N/A

Burke, VA
01/2022 → 06/2022

Edge Delta

Seattle, WA
06/2022 → 09/2022

N/A

Seattle, WA
07/2024 → Present

Bank Of America, N.A.

Seattle, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-15
S65	Uniform Investment Adviser Law Examination	2023-09-25

Other Firms