John David Slice

Current Employers

Employment History

• 03/2020 → 03/2023
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 01/2019 → 02/2020
  First Bank & Trust Mid City
  Lubbock, TX
• 05/2017 → 08/2017
  Fellowship Greenville
  Greenville, SC
• 08/2014 → 12/2018
  Texas Tech University
  Lubbock, TX
• 03/2023 → 09/2024
  Murphy Home Buyers
  San Antonio, TX
• 02/2024 → 03/2024
  Perennial Wealth Advisors, Llc
  New Braunfels, TX
• 10/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 01/2024 → 09/2024
  Centsei Financial
  New Braunfels, TX
• 12/2024 → Present
  Bank Of America, N.A.
  San Antonio, TX

Previous Registrations

• 2024-06-17 → 2024-12-10
  Perennial Wealth Advisors, Llc
  New Braunfels, TX

Other Businesses

I*: 2066326 Name of the other business Elevation Properties, LLC Whether the business is investment-related No Address of the other business Austin, TX Nature of the other business Real Estate Investing Your position Owner Title, or relationship with the other business Managing Member Start date of your relationship08/02/2023 Approximate number of hours/month you devote to the other business10 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other business Buy and hold rental properties, fix and flip properties I*: 2096280 Entity Type: Entity For Profit Name of OBA: Rooted Coffee Co. LLC Address: Grapevine, TX 76051 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 01/04/2022 Number of Hours: 0 Number of Hours during trading: 0 Duties: Coffee company to sell coffee products to consumers. Specifically, the plan was to roast coffee beans, bag them, and sell them online through an ecommerce platform. Never started though; it is in process of being dissolved

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-09
• S63 Uniform Securities Agent State Law Examination
  2022-12-19

Other Names

• John Slice
• John D. Slice
• David Slice
• John David Slice
• John D Slice