Derek R Burrow

Current Employers

Employment History

• 05/2014 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 07/2021 → Present
  Royal Alliance
  Birmingham, AL
• 07/2021 → 06/2022
  J. Smith Lanier
  Birmingham, AL
• 06/2022 → Present
  Advo(K)Ate Advisors
  Birmingham, AL

Previous Registrations

• 2015-12-08 → 2021-07-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL

Other Businesses

1. ADVO(K)ATE ADVISORS POSITION: Senior Relationship Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/13/2022 ADDRESS: 6801 Cahaba Valley Road, Suite 206, Birmingham AL 35242, United States DESCRIPTION: Client Relationship Manager 2. YMCA CAMP COSBY POSITION: Volunteer Board Member NATURE: Summer Camp INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/17/2024 ADDRESS: 2290 Paul Bear Bryant Rd, Alpine AL 35014, United States DESCRIPTION: Volunteer board member. We meet once a month from 12 pm to 1 pm to discuss ongoing issues of the camp. 3. POWER OF ATTORNEY POSITION: Power of Attorney NATURE: Power of Attorney for disabled sister if my parents cannot act or have passed away. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 2113 Hickory Ridge Circle, Vestavia Hills AL 35243, United States DESCRIPTION: Power of Attorney for my disabled sister if my parents cannot act or are deceased. 4. EXECUTOR POSITION: Executor NATURE: Listed as executor for my parents' estate. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 2113 Hickory Ridge Circle, Vestavia Hills AL 35243, United States DESCRIPTION: Executor of estate. 5. TRUSTEE POSITION: Trustee NATURE: This is not a business. I will be listed as a Trustee for a trust that funds a second-to-die life insurance policy for my parents. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 2113 Hickory Ridge Circle, Vestavia Hills AL 35243, United States DESCRIPTION: I will serve in a trustee capacity to make sure the policy is funded annually and to make sure funds are distributed correctly upon the death of the second insured.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-05