Jacob Tague

Current Employers

Employment History

• 04/2019 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Fe, NM
• 05/2015 → 12/2018
  Elevaterx, Llc
  Denver, CO
• 12/2018 → 04/2019
  Raiser Llc
  Denver, CO
• 12/2018 → 04/2019
  Lyft, Inc
  Denver, CO
• 05/2019 → 05/2021
  Bank Of America, N.A.
  Santa Fe, NM
• 07/2021 → Present
  Stifel Nicolaus & Co Inc
  Santa Fe, NM

Previous Registrations

• 2019-08-07 → 2021-05-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Santa Fe, NM

Other Businesses

1. SCORE Business Mentors, Northern NM Chapter, 3900 Paseo del Sol, Santa Fe, NM 87501; Free business mentoring for small businesses; Onboarding Committee; Meeting with and interviewing prospective volunteers to find a fit in the organization; 07/10/2019; 5 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 2. Ducks Unlimited, Santa Fe Chapter; One Waterfowl Way, Memphis, TN 38120; Wetland conservation; Chairman of Santa Fe, NM Chapter; Organizing recruitment and fundraising events; 08/22/2019; 5 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 3. The Mountain Center; PO Box 449 Tesuque NM 87574; Health and wellness promotion; Finance Committee; Attend meetings and ask questions as they relate to the orgs finances and budget; 09/03/2024; 3 hours per quarter; Not during securities trading hours; Not Investment-Related 4. The Mountain Center; PO Box 449 Tesuque NM 87574; Health and wellness promotion; Board of Directors; Attend meetings and provide input on policy discussion; 09/03/2024; 3 hours per quarter; Not during securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2019-08-04