Robert Francis Mackey

Current Employers

Employment History

• 08/1991 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mckinney, TX
• 05/2011 → Present
  Bank Of America, N.A.
  Mckinney, TX

Other Businesses

BUSINESS OR ACTIVITY NAME: RLK HOLDINGS, LLCFOR PROFIT OR NOT FOR PROFIT: FOR PROFITINVESTMENT RELATED: (YES OR NO) * YESADDRESS OF BUSINESS: PARKER TX 75002NATURE OF BUSINESS: FAMILY REAL ESTATE INVESTMENTS & ROYALTY INTERESTSYOUR POSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: 3/01/2010NUMBER OF HOURS DEVOTED PER MONTH: 0 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0YOUR DUTIES: NONE I*127230For profit or not for profit: Non-Profit OrganizationName of outside business organization: John Paul II High School President's ClubInvestment related: NAddress of business:Plano, Texas 75075Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 8/1/2017Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: We help fundraise for the school to raise scholarship money for families who couldn't otherwise afford to attend Catholic High School. I*1624290, Name of OBA: Rawk Train Address: Parker, TX Investment Related: No Position, Title, Association: Other Employee Start Date: 09/01/2023 No Hours: 0 No Hours during trading: 0 Duties: Classic rock and roll band - keyboards. I*1838270, Entity Type, Entity Charitable, Name of OBA: John Paul II High School, Address: Plano, TX, 75075, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 09/16/2024, No Hours: 2hrs/Mo, No Hours during trading: 0, Duties: Board of Directors - will serve on the board helping set the long term strategic direction of the school and work with the schools administration in carrying out the mission of the school. I*2929285, Entity Type: Entity Charitable, Name of OBA: The Catholic Foundation, Address: Dalals, Texas, 75251, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 01/01/2026, No Hours: 2 Monthly, No Hours during Trading: 2 Monthly, Duties: Will serve on the board of trustees for a 3 year term. Will help engage with the Catholic community in the Dallas diocese to enhance the visibility of the organization. The Catholic Foundation is the nation¿s longest serving Catholic community foundation. Since 1955, we have worked to connect generous individuals and families with their charitable passion to ensure their contributions meet the needs of our community. As a lay-based charitable organization that¿s independent of the Diocese of Dallas, we support Catholic and non-Catholic interests.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-01
• S63 Uniform Securities Agent State Law Examination
  1991-10-08