David Stuart Merrell

Current Employers

Employment History

• 11/2007 → Present
  Tbh Global Asset Management, Llc
  Brentwood, TN

Other Businesses

1. RENTAL PROPERTY; NOT INVESTMENT RELATED; NO TIME DURING MARKET HOURS; RENTAL; PASSIVE OWNER. 2. Orion CFO, LLC, 30 N Gould Street, Ste. R, Sheridan, WY 82801, Bookkeeping / Accounting, Owner, Passive ownership, On-Going, less than 1 hour a month. Not investment-related. 3. Investment Related - Mr. Merrell is an owner and Director of Operations for TBH Advisors, a related advisor to TBH Global. 25% Owner less than 5 hours a month. Brentwood, TN. 4. Mr. Merrell is appointed as a Director for SCC Bancshares, Inc. which is a holding company for St. Clair County State Bank in Missouri. TBH Global and TBH Advisors and their respective officers and owners do not recommend this bank or any of its affiliates to clients or prospective clients. Less than 1 hour a month. This activity is an investment-related entity. 5. Mr. Merrell will serve as a personal trustee with regard to the accounts of the trust beneficiaries of the client(s) and will perform certain trustee responsibilities, as outlined in each separate trust agreement (which may include a bill-paying service) as well as provide fiduciary investment management advice to the trust. Trust services are separate from investment management and advisory services and are outlined in a separate agreement. When clients engage a member of our firm as a Trustee, they should be aware that they will pay fees for the trust services as well as investment management fees. Less than 20 hours a month. This activity began in 2021 and is investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-10
• S63 Uniform Securities Agent State Law Examination
  1997-11-24

Other Names

• Dave Merrell