Donna Pfau Mckenzie Grimm

Current Employers

Employment History

• 01/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 05/2011 → Present
  Bank Of America, N.A.
  Houston, TX

Other Businesses

FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ST. JOHN VIANNEY CATHOLIC CHURCHINVESTMENT RELATED: NOADDRESS OF BUSINESS: HOUSTON, TEXAS 77079POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBERSTART DATE OF RELATIONSHIP: 3/3/2014NUMBER OF HOURS DEVOTED: 12 HRS ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: ADVISING ON FINANCE COMMITTEE ON CHURCH RENOVIATIONS, ETC.(2)I*79647FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: GRIMM VACATION HOMEINVESTMENT RELATED: N oADDRESS OF BUSINESS: ANNA MARIA, FLORIDA 34216POSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 12/27/2014NUMBER OF HOURS DEVOTED: 1 HR MTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: VACATION RENTAL PROPERTYI*2220294, Entity Type: Fiduciary role Name of OBA: D J P CMA, Address: Spring, Texas, 77379, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 05-Mar-2025, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Power of Attorney/ParentI*3266264Entity Type: Fiduciary roleName of OBA: A. M.willAddress: Greeneville, Tennessee, 37743Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 12/02/2025Number of Hours: 0Number of Hours during trading: 0Duties: Power of Attorney/AuntI*3362266Entity Type: For ProfitName of OBA: Grimm's Gains LLCAddress: Houston, Texas, 77007Investment Related: YesPosition, Title, Association: OtherEmployee Start Date: 12/22/2025Number of Hours: 1, YearlyNumber of Hours during trading: 0Duties: A. G.'s UTMA is moving to his revocable trust which is the owner of Grimm's Gains LLC. M. G. and D. M. G. are to be managers of the LLC for the member (son), A. G..I*3361265, Entity Type: , Name of OBA: A M G 2025 Revocable Trust, Address: Houston, Texas, 77007, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 12/22/2025, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3952309 Entity Type: N/A Name of OBA: D Enterprises LLC Address: Spring, Texas, 77379 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/06/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Parents I*3952301 Entity Type: N/A Name of OBA: D J P IRRA Address: Spring, Texas, 77379 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03/05/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-23
• S63 Uniform Securities Agent State Law Examination
  1987-12-23

Other Names

• Donna Anne Pfaumckenzie
• Donna Anne Pfau
• Donna Pfaumckenzie
• Donna Pfau Mckenzie