Jack Wade Kirkland

Current Employers

Employment History

• 06/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 11/2010 → 05/2021
  Cbiz Mhm, Llc
  Clearwater, FL
• 10/2021 → Present
  Bank Of America, N.A.
  Tampa, FL

Other Businesses

Name of the other business Ancillary Business VenturesWhether the business is investment-related NoAddress of the other business Tampa, FLNature of the other business Analytics services to credit unionsYour position Investor onlyTitle, or relationship with the other business No title or operating dutiesStart date of your relationship Approximately 2006 or 2007Approximate number of hours/month you devote to the other business NoneNumber of hours you devote/month to the other business during securities trading hours NoneBriefly describe your duties relating to the other business None; passive investor onlyI*1052285For profit or not for profit: Entity CharitableName of outside business organization: Tampa Bay Performing Arts Center, Inc.Investment related: NAddress of business: Tampa, Florida, 33602Nature of business: Charitable OrganizationPosition, title, association: Committee, Board Member Audit committee, Compensation committee , Executive committee, Finance committeeStart date of relationship: 10/1/2022Number of hours devoted: 6 hour(s) MonthlyNumber of hours devoted during trading hours: 6Duties: , The Tampa Bay Performing Arts Center is the largest center in the Tampa Bay area. My responsibilities will include Board of Trustees member, Audit Committee chairman, Finance Committee member, Compensation Committee member and Executive Committee memberI*: 1780267Entity Type: Entity For ProfitName of OBA: K5 Hills LLCAddress: Banks, ALInvestment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 02/15/2021Number of Hours: 1 hr monthlyNumber of Hours during trading: 0 Duties: Keeping records for this entity, which owns vacant land used for recreation purposes. I*570256, Entity Type, Entity Charitable, Name of OBA: Tampa Bay Performing Arts Center Foundation, Inc, Address: Tampa, FL, 33611, Investment Related: No, Position, Title, Association: Board Member, Employee Start Date: 10/01/2024, No Hours: 2hrs/Mo, No Hours during trading: 0, Duties: The TBPAC Foundation Inc exists primarily as a fundraising organization whose purpose is to support the operations and capital needs of the Tampa Bay Perforning Arts Center, Inc. My role on the Foundation Board would be as the Chairman. I will not participate in any meetings or discussions related to the Investment Committee or the investment portfolio.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-14

Other Names

• Jack Wade Kirkland