Joseph D Dumontier

Current Employers

Employment History

• 10/2005 → 04/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 06/2011 → 04/2019
  Bank Of America, N.A.
  Birmingham, AL
• 02/2021 → Present
  Truist Investment Services, Inc.
  Birmingham, AL
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Birmingham, AL
• 04/2019 → 02/2021
  Bb&T Securities, Llc.
  Birmingham, AL

Previous Registrations

• 2019-04-05 → 2021-02-17
  Bb&T Securities, Llc
  Birmingham, AL
  Richmond, VA
• 2008-04-09 → 2019-04-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 2005-10-14 → 2008-03-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
  Birmingham, AL
• 2001-09-14 → 2005-10-24
  Citigroup Global Markets Inc.
  Birmingham, AL

Other Businesses

BIRMINGHAM ZOO POSITION: Volunteer NATURE: The Birmingham Zoo is responsible for animal care,education, conservation,research, and outreach INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2012 ADDRESS: 2360 Cahaba Rd, Birmingham AL 35223 EXECUTOR OF DAVID DUMONTIER'S ESTATE POSITION: Executor NATURE: my uncle has asked me if when he passes if I can act of Executor of his estate. This would help dispose of a few properties and get the assets in position to be distributed to his two children per his directions in his will. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 255 Gilley Rd, Carrollton GA 30116

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-18
• S63 Uniform Securities Agent State Law Examination
  2000-12-18

Other Names

• Joseph Davis Dumontier
• Joey D Dumontiez
• Joey D Dumontier