Lance W Beck

Current Employers

Employment History

• 06/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2011 → Present
  Bank Of America, N.A.
  Jacksonville, FL

Previous Registrations

• 2009-05-19 → 2010-09-28
  Wells Fargo Clearing Services, Llc
  Orlando, FL

Other Businesses

I*112989FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: EQT PRODUCTION COINVESTMENT RELATED: YADDRESS OF BUSINESS: PITTSBURGH, PA 15222, PENNSYLVANIA 15222NATURE OF BUSINESS: FAMILY BUSINESS,POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 03/14/2018NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: 1/3 OWNER OF MINERAL RIGHTS FOR PROPERTY WITH NATURAL GAS WELLSI*2710265, Entity Type: , Name of OBA: L B TTEE U/A DTD 03/12/2024 MOTHER TRUST , Address: Saint Augustine, Florida, 32095, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 03/12/2024, No Hours: 5 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3678294 Entity Type: N/A Name of OBA: Client name -B-M FAMILY TRUST Address: Saint Augustine, Florida, 32095 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 03/12/2024 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: Self, Domestic Partner

Exams

• S66 Uniform Combined State Law Examination
  2009-05-13
• S63 Uniform Securities Agent State Law Examination
  1992-12-09

Other Names

• Lance William Beck
• Lance W. Beck
• Lance W. Beck
• Lance W Beck
• Lance William Beck