Brett E David

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2006-01-03
GA	RA	APPROVED	2003-02-19
AL	RA	APPROVED	2003-02-07

TX RA
APPROVED

Since 2006-01-03
GA RA
APPROVED

Since 2003-02-19
AL RA
APPROVED

Since 2003-02-07

Branch Locations

10000 Avalon Blvd, Alpharetta, GA 30009 • 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 Inc.	Atlanta	GA	11/2002	Present
Bank Of America, N.A.	Alpharetta	GA	07/2011	Present

11/2002 → Present

Merrill Lynch. Pierce, Fenner & Smith Inc.

Atlanta, GA
07/2011 → Present

Bank Of America, N.A.

Alpharetta, GA

Other Businesses

I*4539268 Entity Type: Name of OBA: P A. K Revocable Trust dated May 8, 2026 Address: Alpharetta, Georgia, 30022 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 05/08/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: In-Laws

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-02-04

S66 Uniform Combined State Law Examination

2003-02-04

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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