Duran Cahill Bunch

$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:

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-03-18
TN	RA	APPROVED	2020-12-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Nashville	TN	01/2020	Present
Department Of Veternas Affairs	Nashville	TN	12/2015	10/2019
Ford Lincoln Of Franklin	Franklin	TN	10/2019	01/2020
Carmax	Nashville	TN	10/2017	12/2018
Integrity Staffing	Murfreesboro	TN	05/2019	06/2019
Fed Ex	Nashville	TN	08/2017	09/2017
Inovalon	Nashville	TN	09/2019	10/2019
Bank Of America, N.A.	Nashville	TN	03/2020	Present

01/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nashville, TN
12/2015 → 10/2019

Department Of Veternas Affairs

Nashville, TN
10/2019 → 01/2020

Ford Lincoln Of Franklin

Franklin, TN
10/2017 → 12/2018

Carmax

Nashville, TN
05/2019 → 06/2019

Integrity Staffing

Murfreesboro, TN
08/2017 → 09/2017

Fed Ex

Nashville, TN
09/2019 → 10/2019

Inovalon

Nashville, TN
03/2020 → Present

Bank Of America, N.A.

Nashville, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-30

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