John Channing Parkhurst

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

• 09/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Davenport, IA
• 11/2009 → Present
  Bank Of America,Na
  Davenport, IA

Other Businesses

I*122496 For profit or not for profit: Non-Profit Organization Name of outside business organization: Davenport East Little League Investment related: N Address of business: Davenport, Iowa 52803 Nature of business: Other,Non for Profit Little League Baseball Position, title, association: Committee Member, Start date of relationship: 4/1/2019 Number of hours devoted: 50 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Little League Baseball, Help raise donations for their Annual Trivia Night I*122499 For profit or not for profit: Non-Profit Organization Name of outside business organization: Big Brothers Big Sisters Investment related: N Address of business: Davenport, Iowa 52801 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 4/1/2019 Number of hours devoted: 50 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Committee for the Over the Edge campaign

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-24
• S63 Uniform Securities Agent State Law Examination
  1995-05-05

Other Names

• John C Parkhurst