Joshua Charles Sienkiewich

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

• 04/2012 → 07/2018
  Wells Fargo Bank, Na
  Puyallup, WA
• 03/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Puyallup, WA
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  Puyallup, WA
• 08/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tacoma, WA
• 08/2018 → Present
  Bank Of America, N.A.
  Tacoma, WA

Previous Registrations

• 2015-06-02 → 2018-07-16
  Wells Fargo Clearing Services, Llc
  Puyallup, WA
  Seattle, WA
  Seattle, WA

Other Businesses

For profit or not for profit: For profit Name of outside business organization: Spanaway, WA Rental Investment related: Yes Address of business: Spanaway, WA 98387 Position, title, association: Owner Start date of relationship: 8-10-14 Number of hours devoted: 4 per month Number of hours devoted during trading hours: 0 Duties: Landlord I*8134 For profit or not for profit: Name of outside business organization: N/A I dont have an entity name Investment related: Address of business: Puyallup, Washington 98371 Nature of business: , Position, title, association: , Start date of relationship: 6/1/2019 Number of hours devoted: 4 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-02
• S63 Uniform Securities Agent State Law Examination
  2015-05-12

Other Names

• Joshua Charles Sienkiewich
• Josh Sienkiewich
• Joshua Sienkiewich