Brianna Dunn

$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	2023-01-23
CA	RA	APPROVED	2023-01-17

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	07/2021	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Walnut Creek	CA	06/2018	08/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Walnut Creek	CA	06/2019	08/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Walnut Creek	CA	06/2020	08/2020
Client Associate	Walnut Creek	CA	06/2021	06/2022
Texas Christian University	Fort Worth	TX	08/2018	05/2022
Carondelet High School	Concord	CA	08/2014	07/2018
Bank Of America, N.A.	San Francisco,	CA	09/2022	Present

07/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
06/2018 → 08/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA
06/2019 → 08/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA
06/2020 → 08/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Walnut Creek, CA
06/2021 → 06/2022

Client Associate

Walnut Creek, CA
08/2018 → 05/2022

Texas Christian University

Fort Worth, TX
08/2014 → 07/2018

Carondelet High School

Concord, CA
09/2022 → Present

Bank Of America, N.A.

San Francisco,, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-13

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