David Lawrence Urban

Current Employers

Employment History

• 10/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Milwaukee, WI
• 02/2019 → 10/2019
  Unemployed
  Milford, MI
• 10/2014 → 02/2019
  Flagstar Bank
  Troy, MI
• 06/2019 → 09/2019
  Home Depot
  Novi, MI
• 12/2019 → Present
  Bank Of America, N.A
  Milwaukee, WI

Other Businesses

Strategic IR Advisors, LLC; investor relations consulting firm Non investment-related Brookfield, WI organized 01/22/2014 D. U., President firm is inactive No hours devoted to the business I*1467270 Entity Type: Entity Charitable Name of OBA: Elmbrook Rotary Club Address: Milwaukee, WI 53226 Investment Related: No Position, Title, Association: Committee Employee Start Date: 7/1/2024 No Hours:2 hrs weekly No Hours during trading: 0 Duties: Rotary International is a global community service organization. I'm joining to take a more active role in helping my community. I have been asked to Chair the Vocational Committee of the Elmbrook Rotary Club, responsible for awarding college scholarships at local high schools, selecting the Business Person of the Year in our community, and advising/mentoring the Interact (community service) clubs and Launch (business venture) programs at local high schools. I will have no access to funds or budget authority. I*: 2199346 Entity Type: Charitable Name of OBA: Potawatomi Area Council, Scouting America Address: Waukesha, WI 53188 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 2/12/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: Board Member (advisory role only)

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31
• S65 Uniform Investment Adviser Law Examination
  1994-01-14

Other Names

• David Urban