David James Bloom

Current Employers

Employment History

• 06/2014 → 05/2019
  M&T Bank & Wilmington Trust, N.A.
  Villanova, PA
• 06/2018 → 05/2019
  M&T Securities, Inc
  Villanova, PA
• 05/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 06/2019 → Present
  Bank Of America, N.A.
  Philadelphia, PA

Previous Registrations

• 2019-01-15 → 2019-06-05
  M&T Securities, Inc.
  Villanova, PA
  Baltimore, MD
  Harrisburg, PA
  Villanova, PA

Other Businesses

I*: 2201280Entity Type: CharitableName of OBA: Benchmark SchoolAddress: Media, PA 19063Investment Related: NoPosition, Title, Association Finance Committee: Employee Start Date: 3/3/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0Duties: Benchmark School is a private non-profit K-8 grade school. Due to the fact that I am an alum of the school and my youngest child attends the school, I've been asked to join their Finance Committee as a member-at-large. I will not have any signing authority. The Chief Financial Officer for the Benchmark School leads the Finance Committee. He prepares and presents the financial report to the committee and seeks insights and suggestions from a small group of about 5 parents of which I am one. Issues will range from the school budget including setting tuition rates to other ways to be good financial stewards. Ultimately, the committee is a non-board of directors group. We are not board members and do not vote / veto anything financial. There is a third party that manages the school's endowment so I will not be asked to recommend investments, etc. Last not but not least, I will have zero ability to touch or move money. I*409566, Entity Type: Entity Charitable, Name of OBA: Delaware County Estate Planning Council, Address: Media, Pennsylvania, 19063, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 03/18/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: The Delco Estate Planning Council provides a forum for attorneys, accountants, financial planners to pursue continuing education requirements for each respective profession. My role is be a board member and President of the Council for one year with no financial interests or dealings.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-09
• S63 Uniform Securities Agent State Law Examination
  2010-05-03
• S65 Uniform Investment Adviser Law Examination
  1998-02-13

Other Names

• David James Bloom
• David Bloom