Brian J Truscott

Current Employers

Employment History

• 04/2007 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 07/2011 → 11/2020
  Bank Of America, N.A.
  Houston, TX
• 11/2020 → Present
  Ubs Financial Services Inc.
  Houston, TX

Previous Registrations

• 2007-06-18 → 2020-11-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX

Other Businesses

1) I*129854 For profit or not for profit: For-Profit Organization Name of outside business organization: 1326 Lending Investment related: Y Address of business: League City, Texas 77573 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 2/7/2020 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: LLC set up to fund real estate deals. 2)26150 Bluejack National Blvd #34, Montgomery, TX 77316/ United States/26150 Bluejack National Blvd #34/Montgomery/ TX 77316/ 2nd residence that is rented out / Real Estate /Proprietor /Receive compensation?: yes/ Investment in company?: yes, 100%/ Authority to mae investment decisions?: yes/ / Start Date 12/10/2020 3) Healthcare for the Homeless - Houston / 1934 Caroline StHoustonTXUnited States77002 / Health Care & Pharmaceuticals / Healthcare services for the homeless. / I would participate on the governing board of the charity. / Member of Board of directors / Start Date: 6/1/2022 4) Name of Business: Connie Worley Donor Advised Fund./ Address: 611 Encino New Braunfels TX United States78130./Investment Related: No./ Nature: Successor advisor on her donor advised fund./ Role: Other- Successor advisor./ Nature: Make grant requests to charities in line with her charitable goals if she and my dad (her boyfriend) were to pass away./ Start Date: 6/15/2023./ Time Required: N/A.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-14
• S63 Uniform Securities Agent State Law Examination
  2005-11-03

Other Names

• Brian Jeffrery Truscott