Dana Robert Current

Current Employers

Employment History

• 06/1987 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  St. Augustine, FL
• 09/2009 → Present
  Bank Of America,Na
  Jacksonville, FL

Other Businesses

I*86422FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: HEAL FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS:PONTE VEDRA BEACH, FLORIDA 32004NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 10/1/2015NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: ON ADVISORY BOARD FOR FUNDRAISING ACTIVITIESI*, Entity Type Fiduciary Role, Name of OBA: JW C revocable trust Address: Ponte Vedra Beach,Florida, 32082 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/28/2024 No Hours: 1 hour weekly No Hours during trading: 1 hour weekly Duties: Co-TrusteeI*, Entity Type Fiduciary Role, Name of OBA: JW C Revocable Trust UAD 6/3/24 Address: Ponte Vedra Beach, Florida, 32082 Investment Related: yes Position, Title, Association: Co-Trustee Employee Start Date: 06/28/2024 No Hours: 1 weekly No Hours during trading:1 weekly Duties: Co-TrusteeI*4514279, Entity Type: , Name of OBA: E C C, Address: Wilmington, North Carolina, 28403, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 04/30/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4776284 Entity Type: Entity For Profit Name of OBA: Cabin 10 At Renaissance Club Address: Dirleton, East Lothian, EH39 5HS Investment Related: No Position, Title, Association: Other Employee Start Date: 07/01/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: Golf Club Community None

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-24
• S63 Uniform Securities Agent State Law Examination
  1988-04-22

Other Names

• Dana Current