Dodee F Crockett

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

• 08/1980 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 06/2011 → Present
  Bank Of America,N.A.
  Dallas, TX

Other Businesses

I*335423, Name of OBA: Blue Rock Texas Address: Wimberley, TX Investment Related: No Position, Title, Association: Owner Employee Start Date: 3/1/2006 No Hours: 20 Monthly No Hours during trading: 1 Duties: co-owner strategic planning, budgeting, marketing. I*376339, Entity Type, Name of OBA: PRX, Address: Boston, MA, 02238, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 04/08/2016, No Hours: 3hrs/Mo, No Hours during trading: 3hrs/Mo, Duties: PRI is a non-profit distributor of programming for public media stations around the world. As a member of the Board of Directors, I will advocate for their mission to "create a more informed, empathetic and connected world." I*335427, Entity Type: Entity Charitable, Name of OBA: Perkins School of Theology--Southern Methodist U., Address: Dallas, Texas, 75205, Investment Related: N, Position, Title, Association: Committee, Board Member, Employee State Date: 05/01/2003, No Hours: 10 Monthly, No Hours during Trading: 4 Monthly, Duties: Advocate for students who want to study for the ministry. Encourage the support of others. Serve on the committee for Planned Giving (donations of trusts or at death) University seminary I*2692280, Entity Type: Entity Charitable, Name of OBA: Thanks-Giving Foundation, Address: Dallas, Texas, 75201, Investment Related: N, Position, Title, Association: Committee, Employee State Date: 08/04/2025, No Hours: 4 Monthly, No Hours during Trading: 2 Monthly, Duties: Advocate for the organization's mission and encourage community engagement and support I will help host events to talk about the mission and encourage support and participate as an advocate for the mission.The Thanks-Giving Foundation is the owner and operator of Thanks-Giving Square in downtown Dallas. The Foundation strives to make North Texas a better place to live, work, and play by educating, inspiring, and moving its people toward becoming the City of Thanks-Giving. Thanks-Giving Foundation believes individuals from all backgrounds, cultures, and religions have the power to overcome differences and join together to strengthen communities, heal divisions, and promote compromise. I*692246 Entity Type: Entity Charitable Name of OBA: KERA - North Texas Public Broadcasting, Inc. Address: Dallas, Texas, 75201 Investment Related: No Position, Title, Association: Committee,Board Member Employee Start Date: 02/20/2022 Number of Hours: 25, Yearly Number of Hours during trading: 16, Yearly Duties: KERA/North Texas public broadcasting is the public media radio/TV station organization for our market area advocate for the work of the organization in community engagement and education I*5178279, Entity Type: , Name of OBA: D F C TTEE W B C TTEE U/A DTD 02/03/2021 , Address: Wimberley, Texas, 78676, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 02/03/2021, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1981-05-01

Other Names

• F Dodee Frost
• Felicia Ann Frost
• Dodee Frost
• Dodee Frost Crockett
• Dodee C Crockett