Taylor B Rouse

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

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 06/2016 → 02/2018
  Celebration Church
  Jacksonville, FL
• 06/2017 → 02/2018
  T.J Maxx
  Jacksonville, FL
• 05/2018 → 07/2018
  Kid City Usa
  Jacksonville, FL
• 07/2018 → 02/2019
  Montreat College
  Montreat, NC
• 02/2019 → 05/2019
  Motherhood Maternity
  Asheville, NC
• 05/2019 → 08/2019
  The Learning Experience
  Richmond, TX
• 08/2019 → 05/2020
  Montreat College
  Montreat, NC
• 05/2020 → 08/2020
  Nanny
  Katy, TX
• 08/2020 → 05/2021
  Montreat College
  Montreat, NC
• 05/2021 → 08/2021
  Nanny
  Katy, TX
• 08/2021 → 05/2022
  Montreat College
  Montreat, NC
• 05/2022 → 08/2022
  Bank Of America
  Houston, TX
• 08/2022 → 12/2022
  Montreat College
  Montreat, NC
• 12/2022 → 07/2023
  Nanny
  Missouri City, TX
• 02/2018 → 05/2018
  Unemployed
  Jacksonville, FL
• 09/2023 → Present
  Bank Of America, N.A.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-10-19