Linda Kay Cliborne

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2007-09-13
FL	RA	APPROVED	2001-04-10

TX RA
APPROVED_RES

Since 2007-09-13
FL RA
APPROVED

Since 2001-04-10

Branch Locations

601 Cleveland St, Clearwater, FL 33755 • United States

Tarpon Springs, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith, Inc.	Palm Beach	FL	03/2001	Present
Bank Of America, Na	Palm Beach	FL	12/2009	Present

03/2001 → Present

Merrill Lynch, Pierce, Fenner & Smith, Inc.

Palm Beach, FL
12/2009 → Present

Bank Of America, Na

Palm Beach, FL

Other Businesses

I*4514270 Entity Type: Fiduciary role Name of OBA: L. K C. TTEE R. A. C. TTEE U/A DTD 07/29/2015 Address: Tarpon Springs, Florida, 34689 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/04/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Co-Trustee/Self, Spouse

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-11-09
S63	Uniform Securities Agent State Law Examination	1999-07-28

S65 Uniform Investment Adviser Law Examination

2001-11-09
S63 Uniform Securities Agent State Law Examination

1999-07-28

Other Names

Linda Kay Cliborne
Linda Kay Scheltens

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

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