David J Tilkens

Current Employers

Employment History

• 10/1996 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
• 06/2011 → 02/2020
  Bank Of America, N.A.
  Green Bay, WI
• 02/2020 → Present
  Rbc Capital Markets, Llc
  Milwaukee, WI
• 03/2020 → Present
  City National Bank
  Depere, WI

Previous Registrations

• 1997-03-20 → 2020-02-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI
  Green Bay, WI

Other Businesses

(1) I*106814 For profit or not for profit: For-Profit Organization Name of outside business organization: Busick - Cummings LLC Investment related: N Address of business: Green Bay, Wisconsin 54304 Nature of business: LLC, Position, title, association: Other, Member Start date of relationship: 6/20/2017 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: LLC that will hold team car. We are going to run the car expenses through this account. (2) Name of Entity: 2465 Marina Circle LLC Address - 4384 Scray Hill Rd De Pere, WI 54115 Business Description - Commercial Real Estate Building Business is not investment related Projected Start Date 03/10/20 Capacity: Partner Duties Performed: Maintenance Hours Devoted to this OBA Per Month: 5 Hours Devoted to this OBA during business hours: 0 (3) Name: Visionary Wealth Management Team Address: 1375 W. Main Ave. Depere WI 54115 Business Description: For team business expenses Business is not investment related Projected Start Date: 03/13/20 Capacity: Partner Duties Performed: None Devoted to this OBA per Month: 0 Hours Devoted to this OBA during business hours: 0 (4)NAME OF ENTITY: Wings 5 LLC; ADDRESS: 4384 Scray Hill Rd. DePere WI 54115; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: This account pays bills to cover expenses of an aircraft. It does not make any money; CAPACITY: Owner-Passive; START DATE: 01/14/2021; DUTIES: None; HOURS DEVOTED PER MONTH: None; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: None; 5) NAME OF ENTITY: Sky Flight Group LLC ADDRESS: 1921 Airport Dr. Austin Straubel Field Green Bay, Wi 54313 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: We own an aircraft for partner use that a management companies also charters CAPACITY: Owner - Passive START DATE: 10.21.22 DUTIES: none HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-30
• S63 Uniform Securities Agent State Law Examination
  1995-05-03

Other Names

• David Jon Tilkens
• David J Tilkens