Patrick John Mollenkamp

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

• 05/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sylvania, OH
• 09/2009 → Present
  Bank Of America, N.A.
  Sylvania, OH

Previous Registrations

• 1999-05-13 → 2009-06-04
  Ubs Financial Services Inc.
  Toledo, OH
  Sylvania, OH

Other Businesses

I*: 2100371 Entity Type: Entity Charitable Name of OBA: Highland Meadows golf club Address: Sylvania, OH 43560 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/21/2024 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Board member chair the pool committee

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-30
• S63 Uniform Securities Agent State Law Examination
  1991-05-03