Keller Martin Biswurm

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

• 10/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensboro, NC
• 01/2019 → 10/2020
  Mid-State Educators Corporation
  Burlington, NC
• 01/2017 → 01/2019
  Caroline Corporation Or Burlington
  Burlington, NC
• 08/2013 → 01/2017
  Elon University
  Elon, NC
• 01/2017 → 01/2018
  Young Life Alamance County
  Burlington, NC
• 11/2020 → Present
  Bank Of America, N.A.
  Greensboro, NC

Other Businesses

I*1168255 For profit or not for profit: Entity For Profit Name of outside business organization: Dogwood Properties Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 2/15/2023 Number of hours devoted: 5 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , This will be an LLC that owns rental properties for the sake of building wealth, generational wealth, and providing supplemental income. I will be a member of the LLC and will be rehabbing and managing the home(s).

Exams

• S66 Uniform Combined State Law Examination
  2021-06-14