Catherine L Polinard

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

• 08/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 03/2022 → 07/2022
  Associated General Contractors Association
  Corpus Christi, TX
• 08/2020 → 03/2022
  L.K. Jordan & Associates
  Corpus Christi, TX
• 10/2017 → 07/2020
  Corpus Christi Country Club
  Corpus Christi, TX
• 09/2015 → 09/2017
  Honey & Bee Cc,Llc
  Corpus Christi, TX
• 10/2022 → Present
  Bank Of America, N.A.
  Corpus Christi, TX

Other Businesses

G&G BR Royalties, Ltd. Investment related: No Address: Gillette, Texas Passive oil & gas royalties company secretary limited partner/family partnership 20135 hrs attend meetings, record minutes, follow up on agenda items G&G BR Ranching, Ltd. Investment related: No Address: Gillette, Texas Ranching operations of family owned ranch secretary limited partner/family partnership20135 hrs attend meetings, record minutes, follow up on agenda items; I*:2813287 Entity Type: Charitable Name of OBA: Communities in Schools The Coastal Bend Address: Corpus Christi, TX 78417 Investment Related: No Position, Title, Association: Board member Employee Start Date: 10/01/2025 Number of Hours: 50hrs annually Number of Hours during trading: 12 hrs annually Duties: Board Member, attend regular meetings, help with community awareness of special programs, help with social events planning and execution I*5224270, Entity Type: Entity For Profit, Name of OBA: Business Networking International, Address: Corpus Christi, Texas, 78401, Investment Related: N, Position, Title, Association: ["Director"], Employee Start Date: 09/01/2026, No Hours: 3 Weekly, No Hours during Trading: 1 Weekly, Duties: Area Director BNI is a group of Business professionals, much like a chamber of commerce, who get together weekly to discuss business, talk about who a good referral for them would be. etc. I have been a member of BNI for 1 year, and was asked to take on a director role recently. Responsibility of a Director is to visit other area chapters, provide feedback on efficiencies, and help grow the organizations membership. NO handling of funds, etc. are involved and no vote on financials is involved. Business Networking

Exams

• S66 Uniform Combined State Law Examination
  2022-11-29

Other Names

• Catherine Lucille Polinard Hodge