David Daniel Gibson

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2017-07-12
TX	RA	APPROVED	2017-03-24

MD RA
APPROVED

Since 2017-07-12
TX RA
APPROVED

Since 2017-03-24

Branch Locations

Houston, TX • United States

520 Newport Center Dr, Newport Beach, CA 92660 • United States

20 Greenway Plz, Houston, TX 77046 • 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	Silver Spring	MD	04/2016	Present
Bank Of America, N.A.	Silver Spring	MD	09/2017	Present

04/2016 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Silver Spring, MD
09/2017 → Present

Bank Of America, N.A.

Silver Spring, MD

Other Businesses

I*9760 For profit or not for profit: For Profit Name of outside business organization: DDG Investment related: No Address of business: Landover, Maryland 20785 Nature of business: Rental Property Position, title, association: Co-owner with other family members Start date of relationship: 8/1/2020 Number of hours devoted: 1 hour(s) monthly Number of hours devoted during trading hours: 0 Duties: Co-owner

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-02-15

S66 Uniform Combined State Law Examination

2017-02-15

Other Names

David Daniel Gibson

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