William Hobert Merriam

Current Employers

Employment History

• 10/1990 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 05/2011 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Other Businesses

1) - FOR-PROFIT ORGANIZATIONRENTAL CONDO TAMPA1264 E 113 AVE #J209TAMPAUNITED STATESFLORIDA33612YY2ANNUALLY010/19/2011OWNERFOR-PROFIT ORGANIZATIONRENTAL CONDO TAMPA5039 BORDEAUX VILLAGE #203TAMPAUNITED STATESFLORIDA33617YY2ANNUALLY02/20/1984OWNERI*95314For profit or not for profit: For-Profit OrganizationName of outside business organization: B&T REAL ESTATE HOLDINGSInvestment related: NAddress of business: 3717 CAMDEN ISLAND COURT SOUTH, JACKSONVILLE, Florida 32224Nature of business: LLC,Position, title, association: Other, MANAGERStart date of relationship: 4/8/2016Number of hours devoted: 2 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: THIS IS AN LLC THAT WILL HOLD THREE CONDOS THAT ARE RENTED...I AM THE MANAGING PARTNER OF LLCI*95318For profit or not for profit: For-Profit OrganizationName of outside business organization: B&T HUNT CLUB, LLCInvestment related: NAddress of business: 3717 CAMDEN ISLAND COURT SOUTH, JACKSONVILLE, Florida 32224Nature of business: LLC,Position, title, association: Other, IM THE MANAGERStart date of relationship: 4/8/2016Number of hours devoted: 2 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: THIS LLC WILL HOLD HUNTING PROPERTY IN GEORGIA...I WILL BE THE MANAGER OF LLCI*: 2876285Entity Type: Fiduciary roleName of OBA: W. H M.III TTEE U/A DTD 12/22/2010Address: Jacksonville, Florida, 32224Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 09/15/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 1 hr mthly Duties: Trustee/Self, Child/Grandchild, Spouse I*4580267 Entity Type: N/A Name of OBA: W H M III TTEE T C M TTEE U/A DTD 12/22/2010 Address: jacksonville, Florida, 32224 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 05/15/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-31
• S63 Uniform Securities Agent State Law Examination
  1990-12-26

Other Names

• Bill Merriam
• William H Iii Merriam