Pamela S Wise

Current Employers

Employment History

• 06/2011 → 03/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 07/2011 → 03/2025
  Bank Of America, N.A.
  Washington, DC
• 03/2025 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2011-06-24 → 2025-03-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Northport, ME
• 2007-11-07 → 2011-06-27
  Wells Fargo Clearing Services, Llc
  Washington, DC
  St. Louis, MO

Other Businesses

St. David's Endowment Committee POSITION: Chair, Endowment Committee NATURE: Chair of investment committee, mostly administrative, lead investment meetings to determine decisions for church investments. INVESTMENT RELATED: Yes NUMBER OF HOURS DURING TRADING: 1 SECURITIES TRADING HOURS: 2 START DATE: 05/04/2024 ADDRESS: Washington, DC 20016 DESCRIPTION: lead meetings, provide reporting. OAKENHAM LLC POSITION: Owner, Participant NATURE: ownership in an LLC that was set up to fund the restoration of a historic home and participate in tax credits INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 07/21/2025 ADDRESS: Saluda, VA 23149, United States DESCRIPTION: I am the developer INLAND POSITION: Chair, Advisory Board NATURE: Help advise a start-up artist residency with strategy and business planning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/28/2025 ADDRESS: 626 Barnestown Road, Hope, ME DESCRIPTION: conduct meetings, document strategic planning OWLBAT LLC DBA SYNDIBAT POSITION: Owner NATURE: Syndibat is a dress making company. I occasionally sell at farmer's markets, fairs, and trunk shows. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2025 ADDRESS: Washington, DC 20009, United States DESCRIPTION: I design the product and manage the company. AMERICAN YOUTH FOUNDATION POSITION: Board Member NATURE: Board member for a long-standing non-profit serving youth with leadership opportunities at summer camps. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2026 ADDRESS: St. Louis, MO 63117, United States DESCRIPTION: To advise the organization and serve on one or more committees.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-06
• S65 Uniform Investment Adviser Law Examination
  1999-02-12
• S63 Uniform Securities Agent State Law Examination
  1998-09-30

Other Names

• Pam Smith
• Pamela Lynn Smith
• Pamela Lynn Bolanis
• Pamela Smith Bolanis