Eric Blevins

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

• 09/2009 → Present
  Peak Endeavors
  Granbury, TX
• 09/2013 → Present
  Btx Properties, Llc
  Granbury, TX
• 02/2004 → 05/2022
  J.P. Morgan Chase
  Granbury, TX
• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 07/2025 → 07/2025
  Equitable
  Dallas, TX
• 09/2025 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Other Businesses

I*2806282Entity Type: N/AName of OBA: Rental Property 1Address:Granbury TexasInvestment Related:NoPosition, Title, Association:Sole ownerStart Date:12/01/2023No Hours: 1 MonthlyNo Hours during trading:0Duties:N/A I*2806283Entity Type: N/AName of OBA: Rental Property 2Address:Granbury TexasInvestment Related:NoPosition, Title, Association:Sole ownerStart Date:07/01/2023No Hours: 1 MonthlyNo Hours during trading:0Duties:N/A I*2798297, Entity Type: Entity For Profit, Name of OBA: BTX Properties LLC, Address: Granbury, Texas, 76049, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 08/16/2012, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Maintain records and delegate repairs, LLC for liability purposes I*2806292, Entity Type: Entity For Profit, Name of OBA: Peak Endeavors LP, Address: granbury, Texas, 76049, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 09/01/2009, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: none, Raw land investment with brother I*2806293, Entity Type: Entity For Profit, Name of OBA: BEB Management LLC, Address: granbury, Texas, 76049, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date: 09/01/2009, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: none, ownership of raw land as an investment

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-27
• S66 Uniform Combined State Law Examination
  2024-06-03
• S63 Uniform Securities Agent State Law Examination
  2004-04-02

Other Names

• Eric Michael Blevins
• Eric Blevins