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Kevin J Westrich

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Winston Salem, NC

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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 2025-08-07
NC RA APPROVED 2025-06-09
  • TX RA
    APPROVED
    Since 2025-08-07
  • NC RA
    APPROVED
    Since 2025-06-09

Branch Locations

380 Knollwood St, Winston Salem, NC 27103 • 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 Winston Salem NC 07/2024 Present
Atrium Health - Davie Medical Center Bermuda Run NC 06/2023 07/2024
City Of Winston-Salem Recreation And Parks Winston-Salem NC 09/2017 06/2023
Food Lion Advance NC 05/2017 09/2017
Town Of Wytheville Recreation And Parks Wytheville VA 03/2016 05/2017
  • 07/2024 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Winston Salem, NC
  • 06/2023 → 07/2024
    Atrium Health - Davie Medical Center
    Bermuda Run, NC
  • 09/2017 → 06/2023
    City Of Winston-Salem Recreation And Parks
    Winston-Salem, NC
  • 05/2017 → 09/2017
    Food Lion
    Advance, NC
  • 03/2016 → 05/2017
    Town Of Wytheville Recreation And Parks
    Wytheville, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-09
  • S66 Uniform Combined State Law Examination
    2025-06-09

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
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EDWARD JONES · WINSTON SALEM, NC
EDWARD JONES · WINSTON-SALEM, NC
AMERIPRISE FINANCIAL SERVICES, LLC · WINSTON-SALEM, NC
TIMONIER · WINSTON SALEM, NC
APOLLON WEALTH MANAGEMENT, LLC · Winston-Salem, NC
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