Bryan J Wollheim

Current Employers

Employment History

• 11/2009 → Present
  Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated
  Scottsdale, AZ
• 08/2011 → Present
  Bank Of America, N.A.
  Scottsdale, AZ

Previous Registrations

• 2009-06-01 → 2009-12-01
  Morgan Stanley
  Tempe, AZ
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Mesa, AZ
• 2005-07-28 → 2007-04-02
  Morgan Stanley Dw Inc.
  Mesa, AZ

Other Businesses

I*1459276 Entity Type: For Profit Name: Precisely Promotional LLC Investment related: No Address: Scottsdale, Arizona, 85254 Position, title, association: General Partner/Managing Member, Start date of relationship: 8/28/2023 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: Old LLC that wife created in 2001 for her Promotional Products Business and Real Estate. I have no role or responsibility and did not know that i was on any document. She is only one that has access to account and does very little business in entity. I*2470283, Entity Type: Fiduciary role Name of OBA: R W Trust, Address: Scottsdale, Arizona, 85254, Investment Related: No, Position, Title, Association: Power of Attorney, Trustee Employee State Date: 15-May-2025, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties: Power of Attorney, Trustee for Immediate Family or Self

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-20
• S63 Uniform Securities Agent State Law Examination
  1998-09-04

Other Names

• Bryan Jason Wollheim