Thomas J. Mcbride

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

• 02/1992 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 09/2009 → Present
  Bank Of America, Na
  Dallas, TX

Other Businesses

I*19872FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: LUKIRAIN PARTNERSHIP L.P.INVESTMENT RELATED: NADDRESS OF BUSINESS:DALLAS, TEXAS 75220NATURE OF BUSINESS: LIMITED PARTNERSHIP,POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 12/22/2006NUMBER OF HOURS DEVOTED: 20 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: LIMITED PARTNERWASHINGTON AND LEE UNIVERSITY; OUTSIDE DIRECTOR OR OFFICER EFFECTIVE 08/25/2010NAME OF OUTSIDE BUSINESS ORGANIZATION: PROVIDENCE CHRISTIAN SCHOOLADDRESS OF BUSINESS: DALLAS, TX 75209NATURE OF BUSINESS: PREK - 8TH GRADE SCHOOLPOSITION, TITLE, ASSOCIATION: TRUSTEESTART DATE OF RELATIONSHIP: 06/03/2013NUMBER OF HOURS DEVOTED PER MONTH: 12NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 3DUTIES: FINANCIAL OVERSIGHT I*1523255For profit or not for profit: Entity CharitableName of outside business organization: Dallas Council of Charitable Gift PlannersInvestment related: NAddress of business: Dallas, Texas, 75238, United StatesNature of business: ["Charitable Organization"]Position, title, association: ["Board Member"], Start date of relationship: 12/4/2023Number of hours devoted: 15 hour(s) YearlyNumber of hours devoted during trading hours: 15Duties: , Board MemberI*2225260, Entity Type: Not for Profit , Name of OBA: Dallas Foundation, Address: Dallas, Texas 75247 Investment Related: N, Position, Title, Association: Advisory Council Member, Employee State Date: 03/06/2025 , No Hours: 2 yearly , No Hours during Trading: 2 yearly, Duties: Advisory Council. I will attend a couple of meetings a year to get an update on the Dallas FoundationI*, 2781265Entity Type: Entity For ProfitName of OBA: Swimgator, LLCAddress: Dallas, Texas 75220Investment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 08/22/2025No Hours: 5 hours per monthNo Hours during trading: 0 Duties: Manage the expenses of the Florida Real Estate. To own a Florida Real Estate Property I*3292283 Entity Type: N/A Name of OBA: MLPF& S CUST FPO C S. M SEP Address: Dallas, Texas, 75220 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/08/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild I*3293278 Entity Type: N/A Name of OBA: C S M TTEE U/A DTD Address: Dallas, Texas, 75220 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/08/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild I*3292282 Entity Type: N/A Name of OBA: C S M TTEE U/A DTD 05/02/2023 Address: Dallas, Texas, 75220 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/08/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild I*3292281 Entity Type: N/A Name of OBA: C S M TTEE U/A DTD 05/02/2023 Address: Dallas, Texas, 75220 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/08/2025 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Child/Grandchild

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-02
• S63 Uniform Securities Agent State Law Examination
  1992-04-16

Other Names

• Tommy Mcbride
• Thomas James Mcbride
• Thomas J Mcbride