Douglas Alan Burns

Current Employers

Employment History

• 05/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 09/2009 → Present
  Bank Of America,Na
  Boca Raton, FL

Other Businesses

I*44097FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: RESOURCE INSUREDINVESTMENT RELATED: NADDRESS OF BUSINESS:MARLTON, NEW JERSEY 8053NATURE OF BUSINESS: CORPORATION,POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 8/11/2011NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: NONESORRENTO PLACE LLC; FOR PROFIT; INVESTMENT RELATED; BOULDER,CO; REAL ESTATE INVESTMENT; OWNER; START DATE: 05/17/2011; DEVOTES 1 HOUR EACH MONTH OUTSIDE OF SECURITIES TRADING HOURS; NO DUTIES. I*80766For profit or not for profit: For-Profit Organization Name of outside business organization: Burns Family Limited PartnershipInvestment related: YAddress of business:Boca Raton, Florida 33432Nature of business: Limited Partnership, Position, title, association: Limited Partner, Start date of relationship: 4/27/2015Number of hours devoted: 1 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: family partnership investing in real estate I*115579For profit or not for profit: For-Profit Organization Name of outside business organization: Rooms By Investment related: NAddress of business:boca raton, Florida 33433Nature of business: Corporation,Position, title, association: Other, check signing authorization Start date of relationship: 43279Number of hours devoted: 1 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Interior decorator I have check signing authorization I*2887268Entity Type: N/AName of OBA: D.B. Trust Under F.B. IRRAddress: Boca Raton FLInvestment Related :NoPosition, Title, Association: Co-TrusteeStart Date:09/19/2025No Hours: 3 YearlyNo Hours during trading:0 YearlyDuties: Co-Trustee for Self, Child/Grandchild I* 2910273Entity Type: N/AName of OBA: P.E.G TTEE DOUG BURNS TTEE U/A DTD 12/18/2012Address: Boca Raton FLInvestment Related :NoPosition, Title, Association: Co-TrusteeStart Date:09/26/2025No Hours: 1 YearlyNo Hours during trading:0 YearlyDuties: Co-Trustee for Child/Grandchild I*: 3034278Entity Type: Fiduciary roleName of OBA: P. E G. TTEE D. B. TTEE U/A DTD 12/18/2012Address: Boca Raton, FL 33433Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 10/20/2025Number of Hours: 5 hrs annuallyNumber of Hours during trading: 1 hr annually Duties: Co-Trustee/Siblings I*3470305Entity Type: N/AName of OBA: DOUG BURNS TTEE P E G TTEE U/A DTD 12/18/2012Address: Boca Raton, Florida, 33433Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 01/09/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Child/Grandchild I*3484265Entity Type: N/AName of OBA: DOUG BURNS TTEE P E G TTEE U/A DTD 12/18/2012Address: Boca Raton, Florida, 33433Investment Related: NoPosition, Title, Association: Co-TrusteeEmployee Start Date: 01/09/2026Number of Hours: 1, YearlyNumber of Hours during trading: 1, YearlyDuties: Child/Grandchild I*4204265, Entity Type: , Name of OBA: D B TTEE P E G TTEE U/A DTD 12/18/2012 , Address: boca raton, Florida, 33433, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 04/02/2026, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-13
• S63 Uniform Securities Agent State Law Examination
  1997-07-30

Other Names

• Douglas A Burns