Marc Jerome Terris

Current Employers

Employment History

• 04/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomington, MN
• 07/2016 → Present
  Bank Of America, N.A.
  Bloomington, MN

Previous Registrations

• 2009-06-01 → 2016-05-13
  Morgan Stanley
  Bloomington, MN
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Bloomington, MN
• 2001-03-22 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bloomington, MN
  Bloomington, MN

Other Businesses

LAKEVIEW AT PINEHURST HOMEOWNER'S ASSOCIATION; BLOOMINGTON, MN; TREASURER; 1 AFTER BUSINESS HOURS; 1 DURING BUSINESS HOURS; 11/2012I*9755For profit or not for profit: Name: Rental Property Investment related: Address of business: Chanhassen, Minnesota 55317 ,Position,: , Start date of relationship: 7/1/2020Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: Rental property I*2744272, Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO S E T , Address: Excelsior, Minnesota, 55331, Investment Related: N, Position: Power of Attorney, Employee State Date: 08/18/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: Power of attorney/Child/Grandchild, Parents I*3123272Entity Type: Fiduciary roleName of OBA: P. E W. TTEE U/A DTD 08/23/2016 BY P. E W.Address: Excelsior, Minnesota, 55331Investment Related: NoPosition: Successor TrusteeEmployee Start Date: 11/03/2025Number of Hours: 1, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Successor Trustee/InLaws I*3123274Entity Type: Fiduciary roleName of OBA: P. E W. TTEE U/A DTD 08/23/2016 BY P. E W.Address: Excelsior, Minnesota, 55331Investment Related: NoPosition: Successor TrusteeEmployee Start Date: 11/03/2025Number of Hours: 1, WeeklyNumber of Hours during trading: 1, WeeklyDuties: Successor Trustee/InLaws I* 3121281Entity Type: N/AName of OBA:P E W TTEE U/A DTD 08/23/2016 BY P E WAddress:Excelsior MinnesotaInvestment Related:NoPosition:Successor TrusteeStart Date:11/03/2025No Hours: 1 WeeklyNo Hours during trading:1 WeeklyDuties:Successor Trustee for In-Laws I*3306271, Entity Type: , Name of OBA: P E W Revocable Living Trust Dtd 08/23/2016, Address: Exclesior, Minnesota, 55331, Investment Related: N, Position: Trustee, Employee State Date: 12/15/2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*3370268, Entity Type, Name of OBA: M J T TTEE U/A DTD 08/23/2016 BY P E W Address:ExcelsiorMinnesota55331 Investment Related: No Position: Successor TrusteeEmployee Start Date: 12/23/2025No Hours: 1 weekly No Hours during trading: 1 weekly Duties: I*3935298Entity Type: N/AName of OBA: W T Rev Trust DTD 12/03/2025Address: Excelsior, Minnesota, 55331Investment Related: NoPosition: Co-TrusteeEmployee Start Date: 03/04/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 1, MonthlyDuties: Spouse I*3977265Entity Type: N/AName of OBA: W E T TTEE M J T TTEE U/A DTD 12/03/2025Address: Excelsior, Minnesota, 55331Investment Related: NoPosition: Co-TrusteeEmployee Start Date: 03/09/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 1, MonthlyDuties: Spouse I*4324267, Entity Type: , Name of OBA: P W Estate, Address: Excelsior, Minnesota, 55331, Investment Related: N, Position: Executor, Employee Start Date: 04/06/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: I*4321283, Entity Type: Entity For Profit, Name of OBA: Can-Am7172 LLC, Address: Naples, Florida, 34113, Investment Related: N, Position: Owner, Employee Start Date: 04/06/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties: Owner of the property and responsible for maintaining it. I set up an LLC to re-title a rental property held in Florida I*4659271 Entity Type: Fiduciary role Name of OBA: M. T. Subtrust under the P. E W. Rev Trust Dtd 08/23/16 Address: Excelsior, Minnesota, 55331 Investment Related: No Position: Trustee Employee Start Date: 06/04/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: Trustee/Child/Grandchild I*4750272, Entity Type: , Name of OBA: M J T TTEE U/A DTD 08/23/2016 BY P E W, Address: Excelsior, Minnesota, 55331, Investment Related: N, Position, Title, Association: Executor, Employee Start Date: 11/16/2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-31
• S65 Uniform Investment Adviser Law Examination
  1998-08-31