Robert Steven Bennett

Current Employers

Employment History

• 09/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
• 12/2014 → Present
  Bank Of America, N.A.
  Palm Beach, FL

Previous Registrations

• 2005-11-07 → 2014-10-01
  Ubs Financial Services Inc.
  West Palm Beach, FL
• 1992-03-05 → 2005-11-08
  Morgan Stanley Dw Inc.
  N. Palm Bch., FL

Other Businesses

HARBOUR ISLES HOMEOWNERS ASSOCIATION / NORTH PALM BEACH, FL 33410 / REAL ESTATE ORGANIZATION / THIS IS A HOMEOWNERS ASSOCIATION WHICH DEALS WITH HOME AND NEIGHBORHOOD ISSUES. I LIVE IN HARBOUR ISLES LOCATED IN NORTH PALM BEACH, FL / MEMBER OF BOARD OF DIRECTORS / START DATE 08/10/2007 MAXWELL-BENNETT LEADERSHIP INSTITUTE / LEADERSHIP TRAINING / NORTH PALM BEACH , FLORIDA 33410 / COACH & PUBLIC SPEAKER / PRIVATELY HELD / START DATE 09/12/2011/ 15 HRS PER MONTH. I*75658 FOR-PROFIT ORGANIZATION: TRUST INVESTMENT RELATED: Y ADDRESS OF BUSINESS: NORTH PALM BEACH, FLORIDA 33410 NATURE OF BUSINESS: TRUST POSITION: TRUSTEE START DATE OF RELATIONSHIP: 6/1/2013 NUMBER OF HOURS DEVOTED: 3 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: I INHERITED OIL AND GAS MINERAL INTERESTS. PLACED IN TRUST FBO IS MY DAUGHTER. I AM TRUSTEE OF THE TRUST. I*75659 FOR-PROFIT ORGANIZATION: TRUST INVESTMENT RELATED: Y ADDRESS OF BUSINESS: NORTH PALM BEACH, FLORIDA 33410 NATURE OF BUSINESS: TRUST POSITION: TRUSTEE START DATE OF RELATIONSHIP: 6/1/2013 NUMBER OF HOURS DEVOTED: 3 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: I INHERITED OIL AND GAS MINERAL INTERESTS FROM MY FATHER UPON HIS PASSING. PLACED IN TRUST FBO IS MY SON. I AM TRUSTEE OF THE TRUST.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-01
• S63 Uniform Securities Agent State Law Examination
  1989-01-10