Paula Ann Czapko

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Flower Mound, TX
• 04/2015 → Present
  Bank Of America, N.A.
  Flower Mound, TX

Previous Registrations

• 2008-01-01 → 2015-02-10
  Wells Fargo Clearing Services, Llc
  Denton, TX
• 2003-09-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Denton, TX
  St. Louis, MO
  Denton, TX

Other Businesses

I*78859FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: DALLAS PRODUCTIONINVESTMENT RELATED: NADDRESS OF BUSINESS: 4600 GREENVILLE AVE, DALLAS, TEXAS 75206NATURE OF BUSINESS: FAMILY BUSINESS,POSITION, TITLE, ASSOCIATION: OTHER, MINERAL INTEREST OWNERSTART DATE OF RELATIONSHIP: 3/4/2013NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: DALLAS PRODUCTION HAS AN OIL AND GAS LEASE ON MINERAL INTEREST THAT I OWN IN PALO PINTO COUNTYI RECEIVE PERIODIC CHECKS FROM DALLAS PRODUCTION AS I AM A ROYALTY OWNER.I*78810FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: RAISE, SHOW AND SELL QUARTER HORSESINVESTMENT RELATED: NADDRESS OF BUSINESS:DENTON, TEXAS 76210NATURE OF BUSINESS: FAMILY BUSINESS,POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 3/14/1990NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RAISE SHOW AND SELL QUARTER HORSES I*3961274 Entity Type: N/A Name of OBA: J C Address: Denton, Texas, 76210 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/18/2024 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Self, Spouse

Exams

• S66 Uniform Combined State Law Examination
  2003-09-04
• S63 Uniform Securities Agent State Law Examination
  1998-08-27

Other Names

• Paula How
• Paula Ann Schneider