David Zev Freeman

Current Employers

Employment History

• 02/2015 → 11/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 03/2015 → 11/2025
  Bank Of America, N.A.
  Los Angeles, CA
• 11/2025 → Present
  Wells Fargo Clearing Services, Llc
  El Segundo, CA

Previous Registrations

• 2015-02-06 → 2025-11-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Denver, CO
  Denver, CO
  Los Angeles, CA
  Denver, CO
  Denver, CO
• 2009-06-01 → 2015-02-23
  Morgan Stanley
  Woodland Hills, CA
• 2007-09-14 → 2009-06-01
  Morgan Stanley & Co. Llc
  Woodland Hills, CA
• 2006-07-27 → 2007-09-25
  Ubs Financial Services Inc.
  Sherman Oaks, CA
• 2005-08-03 → 2005-09-22
  Ubs Financial Services Inc.
  Encino, CA

Other Businesses

I*78819FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: MPF INVESTMENT PARTNERSHIPINVESTMENT RELATED: YADDRESS OF BUSINESS: 2049 CENTURY PARK EAST, SUITE 1100, LOS ANGELES, CALIFORNIA 90067NATURE OF BUSINESS: LIMITED PARTNERSHIP,POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 11/1/2011NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PRIVATE INVESTMENT PARTNERSHIP HOLDING PASSIVE INVESTMENTS MPF INVESTMENT PARTNERSHIP, LLC ; INV RELATED;CHATSWORTH,CA; PRIVATE INVESTMENT PARTNERSHIP;10% OWNERSHIP; START DATE: 01/01/2010; 1 HRS PER MONTH; 0 HRS DURING TRADING; I*3124278 Entity Type: Entity Charitable Name of OBA: Graland Country Day School Address: Denver, Colorado, 80220 Investment Related: No Position, Title, Association: Committee Employee Start Date: 11/04/2025 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: An non-elected, non-appointed, Advisory Committee that meets monthly to advise the school's board members on certain specific finance related topics. The main goal of this committee is to help advise the board members on budget related items, and provide a recommended tuition increase for the following year, using enrollment and expense forecasts. This committee has no oversight or recommendations related to investments (there is a separate board related to the school's endowment and investments). The committee is roughly 15-20 members, and has no voting authority. Meet monthly for 1 hour, to get updates on the financial operations of the school (current tuition, current expenses, and current fundraising). The main goal of this committee is to work together to advise on the school's operating budget, and provide a recommended tuition increase for the coming year, which the school's board ultimately votes on.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-01