Patrick M Cummings

Current Employers

Employment History

• 09/2004 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 06/2011 → 09/2021
  Bank Of America,N.A.
  Portland, OR
• 09/2021 → Present
  Rbc Capital Markets, Llc
  Portland, OR
• 10/2021 → Present
  City National Bank
  Portland, OR

Previous Registrations

• 2005-01-21 → 2021-09-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
  Portland, OR

Other Businesses

1) NAME OF ENTITY: Mt. Hood Ski Patrol ADDRESS: INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Non-Profit providing safety training and rescue in the Mt Hood National Forest CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 11/15/21 DUTIES: Review the holdings of the portfolio of the endowment for the MHSP. Verify adherence to IPS created by MHSP governing council, and advice council on same. HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) NAME OF ENTITY: Cummings Equity Partners, LLC Series A ADDRESS: 24 Lee St, Apt B6, Marblehead, MA 01945 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Family Investment Vehicle CAPACITY: Owner - Passive, Officer START DATE: 12/26/22 DUTIES: Manage legal and tax counsel to ensure required entity filings are made on time. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 3) NAME of Entity: Cascade Policy Institute Non-Investment related Address of Entity: 4850 SW Scholls Ferry Road, Suite #103, Portland, Oregon 97225 Nature of OBA: Non Profit Think Tank Position/Title/Relationship: Board of Directors * Start Date: 04/01/23 Time Devoted: 0.1; 0 during securities trading hours Duties: Board members guide decisions on which policy areas the institute will spend its time and efforts promoting. It is advisory/strategic in nature only. (4) NAME OF ENTITY: De La Salle North Catholic ADDRESS: 4300 NE Killingsworth St Portland OR 97218 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Educational Institution START DATE: Nov 05, 2025 CAPACITY: Board of Directors DUTIES: Guiding the head of school, setting goals and limits HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours (5) NAME OF ENTITY: Sancho.You ADDRESS: 4041 Southwest Patrick Place, Portland, Oregon 97239-1567 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Technology company leveraging AI to manage household tasks (e.g., pantry). Assisting my brother, a software engineer, by managing the business side of the company (e.g., setting up legal structure & financial processes). START DATE: Apr 13, 2026 CAPACITY: Other DUTIES: Assisting with business setup and financial processes HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2005-01-20