Gerardo R Fuentes

Current Employers

Employment History

• 06/2011 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 10/2011 → 08/2021
  Bank Of America, N.A.
  Dallas, TX
• 08/2021 → Present
  Stifel, Nicolaus & Company, Incorporated
  Dallas, TX

Previous Registrations

• 2012-01-27 → 2021-08-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX

Other Businesses

1. Dallas CASA; 2757 Swiss Ave, Dallas, TX 75204; Court appointed specialty advocates; At-Large Board Member; Provide guidance based on data received; 05/02/2016; 0.05 Hours per Day; During Securities Trading Hours; Not Investment-Related. 2. UTEP E-LEAD; 500 W University Ave, El Paso, TX 79968; University; Advisory Board Member; Providing guidance on e-lead program; 01/01/2018; 16 Hours per Year; During Securities Trading Hours; Not Investment-Related. 3. Rockwell Parish Council; 1305 Damascus Road, Rockwell, TX 75087; Church; Serve as thought-partner to pastoral leadership; Strategic planning; 04/29/2022; 3 Hours per Quarter; Not During Securities Trading Hours; Not Investment-Related. 4. City of Dallas Economic Development Corporation; 1500 Marilla St Dallas TX 7521; Foster economic growth and social progress; Board committee member; Provide guidance on business/economic development for a diverse set of backgrounds, perspectives, geographies, and areas of expertise with the highest level of integrity and dedication; 9/12/22; 12 hours per quarter; not during security trading hours; not inv related 5. John Paul II Catholic High School Finance Committee; 900 Coit Road, Plano, TX 75075; Private high school education; Committee member; Advise on operations, student data, marketing and outreach; 02/09/2023; 4 Hours per Month; not during security trading hours; not inv related

Exams

• S66 Uniform Combined State Law Examination
  2011-10-03
• S63 Uniform Securities Agent State Law Examination
  2006-07-07

Other Names

• Ardo Fuentes
• Gerardo R Fuentes
• Gerardo Fuentes