Gerard K Roncinske

Current Employers

Employment History

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Addison, TX
• 11/2009 → Present
  Bank Of America,Na
  Dallas, TX

Previous Registrations

• 2003-04-11 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Dallas, TX
  Addison, TX
• 1999-10-14 → 2003-01-15
  Morgan Stanley Dw Inc.
  Dallas, TX

Other Businesses

I*122217For profit or not for profit: For-Profit OrganizationName of outside business organization: J&M Three Bears LLCInvestment related: NoAddress of business: Frisco Texas, Texas 75033Position, title, association: Family HeldStart date of relationship: 4/15/2019Number of hours devoted: 1 hour MonthlyNumber of hours devoted during trading hours: 0Duties: Estate planning vehicle I*, 1739304Entity Type: Rental PropertyName of OBA: Rental Property 1Address: Stephenville,TX,24058Investment Related: NoPosition, Title, Association: Sole OwnerEmployee Start Date: 03/15/2024No Hours: 0No Hours during trading: 0Duties: Sole Owner of rental property I*: 2586293Entity Type: For ProfitName of OBA: 3MJ Costal resortAddress: Orange Beach, AL 36561Investment Related: NoPosition, Title, Association: OfficerEmployee Start Date: 06/30/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0 Duties: Holds a home out of state. Maintenance and upkeep. I*: 2965273Entity Type: For ProfitName of OBA: Megan's truck leasingAddress: Frisco, TX 75034Investment Related: NoPosition, Title, Association: Committee memberEmployee Start Date: 10/10/2025Number of Hours: 20 hrs annually Number of Hours during trading: 1 hr annuallyDuties: The FA is providing financing for his wife's business. He has an ownership interest for legacy planning but she will be running the day to day aspect. They are buying box trucks and leasing them out during the holidays to FEDEX for weekly rental income. I*2965273, Entity Type: Entity For Profit, Name of OBA: M.R. Express Solutions. LLC , Address: frisco , Texas, 75034, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 10/15/2025, No Hours: 20 Yearly, No Hours during Trading: 1 Yearly, Duties: financing for my wife The FA is providing financing for his wife's business. He has an ownership interest for legacy planning but she will be running the day to day aspect. They are buying box trucks and leasing them out during the holidays to FEDEX for weekly rental income. Truck rental

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-12
• S63 Uniform Securities Agent State Law Examination
  1997-04-30

Other Names

• Jay Roncinske
• Gerard K Roncinske