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Kyle Trella

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-24
TX RA APPROVED 2024-06-24
  • CA RA
    APPROVED
    Since 2024-06-24
  • TX RA
    APPROVED
    Since 2024-06-24

Branch Locations

2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • 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 Chandler AZ 04/2024 Present
T-Mobile Scottsdale AZ 10/2022 12/2023
T-Mobile Mesa AZ 03/2018 10/2022
T-Mobile Mesa AZ 05/2014 03/2018
Unemployed Tempe AZ 12/2023 04/2024
Bank Of America, N.A. Chandler AZ 06/2024 Present
  • 04/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 10/2022 → 12/2023
    T-Mobile
    Scottsdale, AZ
  • 03/2018 → 10/2022
    T-Mobile
    Mesa, AZ
  • 05/2014 → 03/2018
    T-Mobile
    Mesa, AZ
  • 12/2023 → 04/2024
    Unemployed
    Tempe, AZ
  • 06/2024 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-18
  • S66 Uniform Combined State Law Examination
    2024-06-18
Other Names
  • Kyle T Trella
  • Kyle Thomas Trella

View on SEC IAPD

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Other Investors

Aaron D Hyde
Kelly A Luft
ADRIENNE TERENA BORCHERS
Eric Sitton
SAMUEL J SMITH
RENEE JEAN HRUSKA
ANDREA MICHELLE MCLELLAND
Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

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