Barbara Kinsey

CRD 2131694 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Jacksonville, FL

IA RegisteredBroker

Also appears in the source record as: Barbara Anne Calvert; Barbara Calvert; Barbara Anne Daniel; Barbara Daniel; Barbara A Kinsey; Barbara Anne Kinsey

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2131694 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (15)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Jacksonville, FL · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Jacksonville, FL · BC capacity

start not retrieved → present
Advice And Planning Services
Daytona Beach, FL · IA capacity

Oct 19, 2016 → Mar 19, 2018
Tiaa-Cref Individual & Institutional Services, LLC
Daytona Beach, FL · BC capacity

Sep 23, 2016 → Mar 19, 2018
Morgan Stanley
Charleston, WV · IA capacity

Mar 1, 2011 → Jan 15, 2013
Morgan Stanley
Charleston, WV · BC capacity

Feb 25, 2011 → Jan 15, 2013
Wells Fargo Advisors, LLC
Huntington, WV · IA capacity

Jan 1, 2008 → Jan 24, 2011
Wells Fargo Advisors, LLC
Huntington, WV · BC capacity

Jan 1, 2008 → Jan 24, 2011
A. G. Edwards & Sons, Inc.
Charleston, WV · BC capacity

Aug 22, 2005 → Jan 3, 2008
A. G. Edwards & Sons, Inc.
Charleston, WV · IA capacity

Oct 26, 2006 → Jan 1, 2008
Janney Montgomery Scott LLC
Charleston, WV · IA capacity

Aug 12, 2005 → Aug 29, 2005
Janney Montgomery Scott LLC
Philadelphia, PA · BC capacity

Aug 12, 2005 → Aug 29, 2005
Morgan Stanley
Charleston, WV · IA capacity

Jul 23, 1999 → Aug 23, 2005
Morgan Stanley Dw Inc.
Purchase, NY · BC capacity

Jun 14, 1999 → Aug 23, 2005
Wheat, First Securities, Inc.
Charlotte, NC · BC capacity

May 7, 1991 → Sep 19, 1994

Source & corrections

Where this page comes from

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