Alan Scot Taxman

Current Employers

Employment History

• 08/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  St. Louis, MO
• 06/2011 → Present
  Bank Of America,N.A.
  Clayton, MO

Other Businesses

I*105388FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: B'NAI AMOONA CONGREGATIONINVESTMENT RELATED: NADDRESS OF BUSINESS:CREVE COEUR, MISSOURI 63141NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 5/1/2017NUMBER OF HOURS DEVOTED: 15 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: I AM BEING APPOINTED ONTO A COMMITTEE THAT WILL BE SEEKING CAPITAL IMPROVEMENT DONATIONS FROM CONGREGANTS SO THAT WE CAN UPDATE OUR SYNAGOGUE. I*3228287, Entity Type: Entity Charitable, Name of OBA: B'nai Amoona Congregation, Address: Saint Louis, Missouri, 63141, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 12/15/2025, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: I will chair the committee to oversee the recreation of the structure of our endowment, which includes our main endowment, as well as a number of sub-funds that are restricted, this will include governance, long range planning, structuring, monitoring, and maintenance of the funds. Endowment Committee serves as the oversight group to monitor and maintain our congregation's long term funding. I*3490266, Entity Type: , Name of OBA: S E, Address: Saint Louis, Missouri, 63124, Investment Related: N, Position, Title, Association: Successor Power of Attorney, Employee Start Date: 01/20/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3490267, Entity Type: , Name of OBA: K R E, Address: Saint Louis, Missouri, 63124, Investment Related: N, Position, Title, Association: Successor Power of Attorney, Employee Start Date: 01/20/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-07
• S66 Uniform Combined State Law Examination
  1998-08-13

Other Names

• Alan S Taxman