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Donald Paul Truesdell

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, DE

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2005-06-27
DE RA APPROVED 1999-07-08
  • TX RA
    APPROVED_RES
    Since 2005-06-27
  • DE RA
    APPROVED
    Since 1999-07-08

Branch Locations

2951 Centerville Rd, Wilmington, DE 19808 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Asset Mgmt Princeton NJ 11/1993 Present
Merrill Lynch Private Client Group Wilmington DE 05/1999 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 05/1999 Present
Bank Of America,N.A. Wilmington DE 06/2011 Present
  • 11/1993 → Present
    Merrill Lynch Asset Mgmt
    Princeton, NJ
  • 05/1999 → Present
    Merrill Lynch Private Client Group
    Wilmington, DE
  • 05/1999 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Wilmington, DE
  • 06/2011 → Present
    Bank Of America,N.A.
    Wilmington, DE
Other Businesses

I*73943 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE TRUESDELL COMPANY, LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: NEWARK, DELAWARE 19711 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/23/2014 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I HAVE PURCHASED AN INVESTMENT PROPERTY AND BUSINESS ACTIVITIES WILL BE IN THE NAME OF THE LLC

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-08-19
S65 Uniform Investment Adviser Law Examination 1996-08-19
  • S63 Uniform Securities Agent State Law Examination
    1996-08-19
  • S65 Uniform Investment Adviser Law Examination
    1996-08-19
Other Names
  • Don Truesdell

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

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