David Holt

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_RES	2016-04-26
WA	RA	APPROVED	2012-12-10

TX RA
APPROVED_RES

Since 2016-04-26
WA RA
APPROVED

Since 2012-12-10

Branch Locations

187 Parfitt Way Sw, Bainbridge Island, WA 98110 • 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 Incorporated	Bainbridge Island	WA	09/2012	Present
Bank Of America, N.A.	Bainbridge Island	WA	02/2013	Present

09/2012 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bainbridge Island, WA
02/2013 → Present

Bank Of America, N.A.

Bainbridge Island, WA

Other Businesses

I*4282265 Entity Type: Not for Profit Name of OBA: Poulsbo Yacht Club Address: Poulsbo, Washington, 98370 Investment Related: No Position, Title, Association: Employee Start Date: 06/05/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0 Duties: Boating & Social Club Fleet Captain. Responsible for planning and organizing club boat cruises

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-12-06

S66 Uniform Combined State Law Examination

2012-12-06

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

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