Evita E Francuz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 10/2012 → 06/2018
  Apollo Bank
  Miami, FL
• 07/2018 → Present
  Bank Of America N.A.
  Miami, FL

Other Businesses

I*1023383, Name of OBA: 112 Pine Lane LLC Address: Eatonton, GA Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date:10/12/2022 No Hours: 2 Monthly No Hours during trading: 0 Duties: purchase of a single family mobile home for improvement and future rental. I am the majority member and investor, responsible to oversee material decisions such as sale of the property and approval of tenants at inception of lease. Day to day operations will be carried by the property manager. I*1451275 For profit or not for profit: Entity For Profit Name of outside business organization: Madison 441 996 LLC Investment related: N Address of business: Eatonton, Georgia, 31024, United States Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 8/29/2023 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: single purpose entity will purchase a single family home for future rent to third party individuals I*: 2001329 Entity Type: Real Estate Name of OBA: Real estate associate license Address: Miami, FL Investment Related: No Position, Title, Association: Real estate associate Employee Start Date: 06/13/2012 Number of Hours: 4 hrs annually Number of Hours during trading: 0 Duties: Real estate associate license which allows me to represent buyers and sellers of real estate. I only use the license for my personal use and those of my close family.. I*751228, Entity Type: Entity For Profit, Name of OBA: ALDILA PROPERTIES, LLC, Address: EATONTON, Georgia 31024, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 03/15/2022, No Hours: 1, No Hours during trading: 0, Duties: ENTITY WILL OWN A 5 BED/3BATH SINGLE FAM RESIDENTIAL HOME WHICH WILL BE LEASED TO THIRD PARTY INDIVIDUALS. I WILL BE A SILENT EQUITY INVESTOR.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-16

Other Names

• Evita Elizabeth Mariduena-Andrade
• Evita E Sojos
• Evita E Mariduena-Andrade
• Evita Francuz