Richard E Vezina

Current Employers

Employment History

• 01/1999 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
• 06/2011 → 02/2020
  Bank Of America, N.A.
  Green Bay, WI
• 02/2020 → Present
  Rbc Capital Markets, Llc
  Milwaukee, WI
• 02/2020 → Present
  City National Bank
  Depere, WI

Previous Registrations

• 1999-11-17 → 2020-02-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
  Green Bay, WI

Other Businesses

1) Name of Entity: 2465 Marina Circle LLC 4384 Scray Hill Rd De Pere, WI 54115 Bus Descr - Comm Real Estate Building not investment related Start Date 03/11/20 Capacity: Partner Duties : collect rents and pay bills, will be doing ACH as much as possible #Devoted to this OBA 0; business hours: 0 2) Name: Visionary WMT, LLC 1375 W. Main Avenue De Pere, WI 54115 Bus Descrip: Account Utilized for Team Expenses not investment related Proj Start Date: 03/13/20 Capacity: Partner Duties Performed: None Devoted to this OBA per Month: 0; during business hours: 0 3) NAME OF ENTITY: Wings 5 LLC; 4384 Scray Hill Road De Pere, WI 54115; NOT INVESTMENT RELATED; DESCR: This account pays bills to cover expenses of an aircraft. It does not make any money; CAPACITY: Owner - Passive; START DATE: 01/14/2021; DUTIES: None; HOURS PER MONTH: 0; DURING SEC HOURS 0; 4) Name: E & ME Development LLC 3001 E. Drake Lane Appleton, WI 54913 Bus: LLC to hold interest in land Start Date: 02/26/21 Capacity: Partner Duties: Pay property taxes and maintenance costs Hours Per Month: 0.5; during business hours: 0 5) NAME OF ENTITY: Vezina Family Investments LLC; Personal Residence; NOT INVESTMENT RELATED; DESCR: LLC to hold interest in 2465 Marina Circle Building CAPACITY: Partner; START DATE: 03/01/2021; DUTIES: Managing Partner of LLC HOURS: 0; DURING SEC HOURS: 0 (6) NAME: Rich Vezina Non-Investment related 1320 South St Key West, FL 33040 Nature of OBA: House Rental Start Date: 03/01/22 Title: Owner - Active Time devoted: 0 hours Duties: Partner with rental mgmt. company to handle all day to day duties for rentals. 7) NAME OF ENTITY: Sky Flight Group LLC 1921 Airport Dr. Austin Straubel Field Green Bay, Wi 54313 INVEST REL: No DESC: We own an aircraft for partner use that a mgmt companies also charters CAPACITY: Owner - Passive Start Date: 10/21/22 Title: Owner - Active Time devoted: 0 hours 8) NAME OF ENTITY: Vezina Air Investments LLC 3001 E. Drake Lane Appleton WI 54913 INVEST RELATED: No DESCRI: LLC that holds my interest in Sky Flight Group LLC CAPACITY: Owner - Passive START: 11/11/22 DUTIES: none HRS PER MONTH: 0 HRS SECURITIES HOURS PER MONTH: 0 (9) NAME OF ENTITY: Pagitt House, LLC 3001 E. Drake Lane Appleton, WI 54913 INVEST/NOT INVEST RELATED: No BUS DESC: LLC that will hold real estate invest property CAPACITY: Owner - Passive START DATE: 01/30/2024 DUTIES: Make decisions on allocating capital to make improv to property HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH

Exams

• S66 Uniform Combined State Law Examination
  1999-11-15

Other Names

• Richard Eric Vezina
• Richard E Vezina
• Richard Vezina