Brian R Enos

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-03-29
NJ	RA	APPROVED	2017-12-13

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	11/2011	Present
Bank Of America, N.A.	Dallas	TX	12/2011	Present

11/2011 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
12/2011 → Present

Bank Of America, N.A.

Dallas, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-04-09