Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-05-22
TN RA APPROVED 2004-04-13
TX RA APPROVED_RES 2000-11-21
  • MT RA
    APPROVED
    Since 2025-05-22
  • TN RA
    APPROVED
    Since 2004-04-13
  • TX RA
    APPROVED_RES
    Since 2000-11-21

Branch Locations

6060 Poplar Ave, Memphis, TN 38119 • United States

Dallas, TX • 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 Memphis TN 06/1987 Present
Bank Of America, Na Germantown TN 12/2009 Present
Other Businesses

I*4639270 Entity Type: Fiduciary role Name of OBA: S. B. Address: Collierville, Tennessee, 38017 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/31/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents I*5050273, Entity Type: , Name of OBA: W J, Address: Germantown, Tennessee, 38139, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/22/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*5051270, Entity Type: , Name of OBA: S M, Address: Germantown, Tennessee, 38139, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/22/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*5051271, Entity Type: , Name of OBA: S L, Address: Germantown, Tennessee, 38139, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/22/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*5051272, Entity Type: , Name of OBA: S B, Address: Germantown, Tennessee, 38139, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 07/22/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*5052267, Entity Type: , Name of OBA: D B Family Trust , Address: Germantown, Tennessee, 38139, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 07/22/2026, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-15
S63 Uniform Securities Agent State Law Examination 1987-09-03
  • S65 Uniform Investment Adviser Law Examination
    1994-03-15
  • S63 Uniform Securities Agent State Law Examination
    1987-09-03
Other Names
  • Kelly L Ingram
  • Kelly L Ingram
  • Kelly Leigh Bolton
  • Kelly L Bolton
  • Kelly L Boltoningram

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Memphis, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor