Ryan Matthew Boehner

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 07/2011 → Present
  Bank Of America, N.A.
  Houston, TX

Previous Registrations

• 2005-08-22 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Houston, TX
  Houston, TX
• 2002-10-18 → 2005-08-29
  Morgan Stanley Dw Inc.
  Houston, TX

Other Businesses

I*410887 For profit or not for profit: Entity For Profit Name of outside business organization: MMNTSIPE, LLC Investment related: N Address of business: Houston, Texas, 77219 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 4/15/2021 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , I am attempting to start a tech related evidenced-supported wellness company. This entity will own the intellectual property. I*410887 For profit or not for profit: Entity For Profit Name of outside business organization: MMNTSIPE, LLC Investment related: N Address of business: Dover, Delaware, 19901 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 4/15/2021 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , I am attempting to start a tech related evidenced-supported wellness company. This entity will own the intellectual property. I*431126, FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THOMPSON RANCH DEVELOPMENT CO. INVESTMENT RELATED: N ADDRESS OF BUSINESS: LOVELAND, CO, 80534 NATURE OF BUSINESS: LIMITED PARTNERSHIP, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 11/20/2006 NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM A PART OWNER OF A FAMILY-OWNED REAL ESTATE DEVELOPMENT. I*128936 For profit or not for profit: For-Profit Organization Name of outside business organization: Thompson Ranch C&C Holdings Investment related: N Address of business:Loveland, Texas 80534 Nature of business: Limited Partnership Position, title, association: Family Held, Start date of relationship: 11/20/2006 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I am part-owner of a family-owned real estate development. I*410884 For profit or not for profit: Entity For Profit Name of outside business organization: MMNTSOPCO, Inc Investment related: N Address of business: Houston, Texas, 77219 Nature of business: ["Corporation"] Position, title, association: ["Owner"], Start date of relationship: 4/15/2021 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , I am trying to start a tech company that produces an evidence-supported wellness program. General Notes: I have decided to sell 36,000 shares (75% of the 48,000 outstanding) from Ryan Boehner to Ryan Boehner Investment Trust (approved as OBA under Ryan Boehner as sole trustee). This is purely a family wealth vehicle and does not constitute a capital raise; as such, I believe this is consistent with the approved activities discussed on previous calls. Thank you! Approved - No current conflicts with policy. Associate has been made aware of restrictions surrounding the issuance of shares or fundraising for this activity. issuing Conditions of Approval for this activity. 4/15/2021 20:1 BOEHNER, RYAN : The entity will authorize 100,000 shares initially. I do not know how many shares will be initially issued to me. Those shares represent 0 USD in value, presumably, as the entity has no revenue or product yet. I*1529289 For profit or not for profit: Entity For Profit Name of outside business organization: mmnts, inc Investment related: N Address of business: Houston, Texas, 77219, United States Nature of business: ["Corporation"] Position, title, association: ["Officer"], Start date of relationship: 10/16/2023 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 1 Duties: , This is a startup company that will serve the health and wellness space. I will be CEO and co-founder. It currently has no revenue. It represents the combination of existing already-approved

Exams

• S66 Uniform Combined State Law Examination
  2002-10-17