David P. Henesey

Current Employers

Employment History

• 03/2015 → 04/2024
  State Street Global Advisors Funds Distributors Llc
  San Franciso, CA
• 03/2015 → 01/2017
  State Street Bank And Trust
  Boston, MA
• 01/2017 → 04/2024
  State Street Global Advisors Trust Company
  San Francisco, CA
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 05/2024 → Present
  Bank Of America N.A.
  San Diego, CA

Previous Registrations

• 2012-07-09 → 2014-07-11
  Signator Investors, Inc.
  Boston, MA
• 2007-05-10 → 2014-07-11
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2007-05-07 → 2010-12-31
  John Hancock Investment Management Llc
  Boston, MA

Other Businesses

Rental property located at 3 K St. #3, Boston, MA 02127. Property is my condo, which I am renting out. I am collecting rent payments monthly. I*2129289, Entity Type: Fiduciary, Name of OBA: J R. H, Jr. Irrevocable Trust For O H, Address: Hingham, MA 02043, Investment Related: N, Position: Co-Trustee, State Date: 20-Dec-24, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2129288, Entity Type: Fiduciary role Name : J R. H, Jr Irrevocable Trust For J R. H IV, Address: Hingham, MA 02043, Investment Related: N, Position: Co-Trustee, State Date: 20-Dec-24, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2129291, Entity Type: Fiduciary role Name: J R. H, Jr. Irrevocable Trust For A H, Address: Hingham, MA 02043, Investment Related: N, Position: Co-Trustee, State Date: 20-Dec-2024, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2129287, Entity Type: Fiduciary, Name of OBA: J R. H, Jr. Irrevocable Trust For N H, Address: Hingham, MA 02043, Investment Related: N, Position: Co-Trustee, Employee State Date: 20-Dec-24, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2129278, Entity Type: Fiduciary, Name of OBA: J R. H, Jr. Irrevocable Trust For J H, Address: Hingham, MA 02043, Investment Related: N, Position : Co-Trustee, Employee State Date: 20-Dec-24, No Hours: 1 Yearly, No Hours during Trading: 0 Duties: I*2129290, Entity Type: Fiduciary, Name of OBA: J R. H, Jr. Irrevocable Trust For S H, Address: Hingham, MA 02043, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 20-Dec-24, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2854279, Entity Type: Fiduciary role Name of OBA: D P H TTEE M G H TTEE U/A , Address: San Diego, CA 92116, Investment Related: N, Position: Co-Trustee, Employee State Date: 09/12/25, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2855288, Entity Type: Fiduciary role Name of OBA: D P H TTEE J R H JR TTEE U/A DTD , Address: San Diego, CA 92116, Investment Related: N, Position: Co-Trustee, Employee State Date: 09/12/25, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2855289, Entity Type: Fiduciary role Name of OBA: D P H TTEE M G H TTEE U/A DTD , Address: San Diego, CA 92116, Investment Related: N, Position: Co-Trustee, Employee State Date: 09/12/25, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2854278, Entity Type: Fiduciary role Name: D P H TTEE B H TTEE U/A DTD 11/14/2024 , Address: San Diego, CA 92116, Investment Related: N, Position: Co-Trustee, State Date: 09/12/25, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2854280, Entity Type: Fiduciary role Name : D P H TTEE J R H III TTEE U/A , Address: San Diego, CA 92116, Investment Related: N, Position: Co-Trustee, State Date: 09/12/25, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2854281, Entity Type: Fiduciary role Name: D P H TTEE B H TTEE U/A , Address: San Diego, CA 92116, Investment Related: N, Position: Co-Trustee, State Date: 09/12/25, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2854282, Entity Type: Fiduciary role Name: D P H TTEE J R H III TTEE U/A , Address: San Diego, CA 92116, Investment Related: N, Position: Co-Trustee, State Date: 09/12/25, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2855285, Entity Type: Fiduciary role Name of OBA: D P H TTEE B H TTEE U/A DTD 11/14/2024 , Address: San Diego, CA 92116, Investment Related: N, Position: Co-Trustee, Employee State Date: 09/12/25, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*2855287, Entity Type: Fiduciary role Name: D P H TTEE J R H III TTEE U/A DTD , Address: San Diego, CA 92116, Investment Related: N Position: Co-Trustee, State Date: 9/12/25, Hours: 1 Yearly, Hours during Trading: 0 Duties: I*3755308Entity Type: Fiduciary roleName of OBA: D. P H. TTEE B. H. TTEE U/A DTD 09/02/2025 Address: San Diego, CA 92116 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 02/11/26 Hours: 1, Yearly Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2007-02-12

Designations

Other Names

• David P Henesey
• David P Henesey
• David Patrick Henesey
• David P. Henesey
• David Henesey