David J Eagle

Current Employers

Employment History

• 07/1999 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Century City, CA
• 06/2011 → Present
  Bank Of America,N.A.
  Century City, CA

Other Businesses

(1)EAGLE FAMILY TRUST, NATURE:IRREVOCABLE TRUST SET UP BY MY PARENTS, POSITION:CO-TRUSTEE AND BENEFICIARY, THE TRUST'S ONLY ASSET IS A PIECE OF COMMERCIAL REAL ESTATE, TRUST ESTABLISHED IN 1981, 1-3 HOURS SPENT PER MONTH, BUT NONE DURING TRADING HOURS. (2)EAGLE FAMILY LIMITED PARTNERSHIP,NATURE:FOR REAL ESTATE INVESTMENT PURPOSES, POSITION:LIMITED PARTNER, DUTIES:WRITE CHECKS OCCATIONALLY, 5 MINUTES DEVOTED PER MONTH, STARTED IN MAY OF 1999. I*74895 For profit or not for profit: For-Profit Organization Name of outside business organization: Insurance Trust Investment related: N Address of business: Pacific Palisades, California 90272 Nature of business: Trust, Position, title, association: Trustee, Start date of relationship: 2/8/2005 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is an irrevocable life insuance trust established by my business partner, for the benefit of his special needs son. My responsibilities include sending out an annual Crummey letter and paying life insurance premiums. I*779243 For profit or not for profit: Entity For Profit Name of outside business organization: JAD Holdings LLC Investment related: Y Address of business: Northridge, California, 91327 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 2/15/2022 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , LLC was formed as part of my mother's estate plan to gift a portion of family owned real estate to my sister and I in response to California Prop 19. I have no official responsibilities with the LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-18
• S63 Uniform Securities Agent State Law Examination
  1999-10-29

Other Names

• Dave Eagle
• David Jacob Eagle