David Andrew Massey

Current Employers

Employment History

• 06/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carlsbad, CA
• 09/2011 → Present
  Bank Of America, N.A.
  Carlsbad, CA

Previous Registrations

• 2009-06-01 → 2011-06-29
  Morgan Stanley
  Carlsbad, CA
• 2008-02-13 → 2009-06-01
  Citigroup Global Markets Inc.
  Carlsbad, CA
• 2000-12-12 → 2008-02-22
  Ubs Financial Services Inc.
  Newport Beach, CA
  Newport Beach, CA

Other Businesses

I*2061276, Entity Type, Entity Charitable, Name of OBA: Santa Fe Christian Endowment Committee, Address: Solana Beach, CA, 92075, Investment Related: No, Position, Title, Association: Committee, Employee Start Date: 01/01/2025, No Hours: 4 Hrs/Ann, No Hours during trading: 0 Duties: I am currently not on the Committee, so just listening and giving my thoughts on the Markets in General and Investments. If I am elected, then I will vote on changes in Investments. I*873269For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Carlsbad, California, 92009Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/1/2022Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2000-03-08

Other Names

• David A Massey
• Dave Massey