Tabitha Leigh Bond

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

• 09/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Spanish Fort, AL
• 09/2013 → 08/2017
  Wells Fargo Bank, Na
  Spanish Fort, AL
• 11/2016 → 07/2017
  Wells Fargo Clearing Services, Llc
  Spanish Fort, AL
• 08/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fairhope, AL

Previous Registrations

• 2013-09-17 → 2017-08-04
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Spanish Fort, AL
  Mobile, AL
• 2012-01-24 → 2013-09-11
  Cetera Investment Services Llc
  Pensacola, FL

Other Businesses

I*1346286 For profit or not for profit: Name of outside business organization: IMPACT 100 OF BALDWIN COUNTY Investment related: N Address of business: OBA, OBA, OBA Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Impact 100 Baldwin County is a community of women seeking to transform lives in Baldwin County by awarding high-impact grants to nonprofits in the areas of Arts, Culture, & Recreation ? Education ? Environment & Preservation ? Family ? Health & Wellness.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-23

Other Names

• Tabitha Leigh Lewis
• Tabitha Leigh Cribbs
• Tabitha Leigh Cribbs
• Tabitha Leigh Raus
• Tabitha Leigh Bond
• Tabitha Bond