Travis Ron Taylor

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-01-16
TX	RA	APPROVED	2018-04-10
LA	RA	APPROVED	2015-01-21
WA	RA	APPROVED	2007-03-05
NM	RA	APPROVED	2002-05-07
CO	RA	APPROVED	1999-04-13

IL RA
APPROVED

Since 2025-01-16
TX RA
APPROVED

Since 2018-04-10
LA RA
APPROVED

Since 2015-01-21
WA RA
APPROVED

Since 2007-03-05
NM RA
APPROVED

Since 2002-05-07
CO RA
APPROVED

Since 1999-04-13

Branch Locations

Chicago, IL • United States

5500 Preston Rd, Dallas, TX 75205 • United States

1 Cowboys Way, Frisco, TX 75034 • United States

Frisco, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Albuquerque	NM	03/1999	Present
Bank Of America, N.A.	Albuquerque	NM	08/2026	Present

03/1999 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Albuquerque, NM
08/2026 → Present

Bank Of America, N.A.

Albuquerque, NM

Other Businesses

I*1728262Entity Type: CharitableName of OBA: Grace Avenue United Methodist ChurchAddress:Frisco, TXInvestment Related:No Position, Title, Association:CommitteeEmployee Start Date:03/01/2024No Hours: 1 MonthlyNo Hours during trading:0Duties:the role of the Social Enterprise Steering Committee is to vet ideas on revenue generation for Grace Avenue United Methodist Church I*3019265 Entity Type: N/A Name of OBA: R E T TTEE J E T TTEE U/A DTD 05/01/06 Address: Chicago, Illinois, 60654 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/24/2025 Number of Hours: 3, Yearly Number of Hours during trading: 0, Yearly Duties: Power of Attorney for Parents I*3019266 Entity Type: N/A Name of OBA: R E T TTEE J E T TTEE U/A DTD 05/01/06 Address: Chicago, Illinois, 60654 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/24/2025 Number of Hours: 3, Yearly Number of Hours during trading: 0, Yearly Duties: Power of Attorney for Parents

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-10-11
S65	Uniform Investment Adviser Law Examination	1999-03-31

S63 Uniform Securities Agent State Law Examination

2024-10-11
S65 Uniform Investment Adviser Law Examination

1999-03-31