Byron Dcharles Freeman

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

• 09/2012 → 10/2016
  Td Ameritrade Inc
  Fort Worth, TX
• 10/2016 → 04/2018
  Gm Financial
  Arlington, TX
• 05/2018 → 11/2018
  American United Life
  Forth Worth, TX
• 07/2018 → 11/2018
  Oneamerica Securities, Inc.
  Fort Worth, TX
• 11/2013 → 10/2016
  Amerivest Investment Management Llc
  Fort Worth, TX
• 04/2018 → 11/2018
  Integrity Financial
  Fort Worth, TX
• 11/2018 → 05/2021
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 05/2021 → 03/2024
  J.P. Morgan Securities Llc
  Dallas, TX
• 03/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 04/2024 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Previous Registrations

• 2018-12-12 → 2024-03-12
  J.P. Morgan Securities Llc
  Arlington, TX
  Cedar Hill, TX
  Dallas, TX
• 2018-08-07 → 2018-11-29
  Oneamerica Securities, Inc.
  Fort Worth, TX
• 2013-11-08 → 2016-10-24
  Td Ameritrade, Inc.
  Omaha, NE
  Westlake, TX
  Fort Worth, TX
  Westlake, TX
  Fort Worth, TX
  Omaha, NE
• 2013-11-08 → 2016-10-24
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Other Businesses

I*1807319 Entity Type: Entity For Profit Name of OBA: Bfree Real Estate Services LLC Address: waxahachie, Texas, 75165 Investment Related: No Position, Title, Association: Owner Employee Start Date: 05/07/2023 Number of Hours: 0, Monthly Number of Hours during trading: 0, Monthly Duties: I am no longer actively providing financial services through this LLC and do not intend to do so going forward. At this time, there are no financial advisory, insurance, or investment related activities being conducted through the LLC. Will change the name to reflect real estate activities. WIll not open a new LLC and will just use this one that will consist of real estate activities. There isn't none

Exams

• S66 Uniform Combined State Law Examination
  2013-11-07
• S63 Uniform Securities Agent State Law Examination
  2009-01-16

Other Names

• Freeman Byron
• Freeman D Byron
• Byron D Freeman
• Byron Freeman
• Byron D'CHarles Freeman