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Detailed Report
Kaylee McKinnon Bateman
Kaylee M Sisneros, Kaylee McKinnon Sisneros, Kaylee Sisneros
CRD#: 7166985
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 1245 JJ KELLEY MEMORIAL DRIVE
ST LOUIS, MO 63131
Registration History
201920202021202220232024202520262 FIRMS2022 - 2023 (1 year)2 FIRMS2023 - Present (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2019 - 2022 (2 years)
License(s)

State Registrations

B
Arkansas 4/14/2023
B
North Carolina 4/14/2023
B
Florida 10/24/2023
IA
North Carolina 4/14/2023
B
Kentucky 8/14/2023
B
Ohio 8/14/2023
B
Maryland 1/8/2025
B
Utah 4/14/2023
B
Massachusetts 4/14/2023
B
Virginia 8/14/2023
IA
Missouri 5/22/2023

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
1245 JJ KELLEY MEMORIAL DRIVE, ST LOUIS, MO 63131
Arden, NC
Registered with this firm since 4/14/2023
B
EDWARD JONES (CRD#:250)
1245 JJ KELLEY MEMORIAL DRIVE, ST LOUIS, MO 63131
Arden, NC
Registered with this firm since 4/14/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 03/22/2022 - 04/04/2023 MORGAN STANLEY (CRD#:149777) Raleigh, NC
B
 03/16/2022 - 04/04/2023 MORGAN STANLEY (CRD#:149777) Raleigh, NC
B
 11/01/2019 - 01/07/2022 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) DURHAM, NC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.