Blaine Patrick Werner

Current Employers

Employment History

• 05/1977 → 08/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Eugene, OR
• 12/2009 → 08/2020
  Bank Of America, N.A.
  Eugene, OR
• 08/2020 → Present
  44 Wealth Management Llc
  Eugene, OR

Previous Registrations

• 1995-03-07 → 2020-08-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Eugene, OR
  Eugene, OR
  Fort Worth, TX
  Fort Worth, TX
  Eugene, OR

Other Businesses

1.FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LANE WERNER FAMILY FOUNDATION INVESTMENT RELATED: Y ADDRESS OF BUSINESS: P. O. BOX 8188, COBURG, OREGON 97408 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 10/12/2006 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FINANCIAL ADVISOR IS A DIRECTOR AND SECRETARY OF THE LANE WERNER FAMILY FOUNDATION. HIS SPOUSE IS ALSO A DIRECTOR AND PRESIDENT. AS A FAMILY, WE GIVE FUNDS AWAY TO QUALIFIED CHARITIES. 2. FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LONE STAR, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: P. O. BOX 8188, COBURG, OREGON 97408 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 4/14/2015 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PLANTING, GROWING AND HARVESTING TIMBER Fairway Loop Condo Association, Not investment Related, Eugene, Oregon, Board Member, HOA Board for a 15 unit condo association, 1/1/2000, 0 hours per month during trading hours, 1 hours total, aid in responding to HOA matters. Eugene Police Foundation, Not investment related, Eugene, Oregon, Board Member, Fraternal support organization for the local police department, 1/9/2024, 2 hours per month during trading hours, 3 hours total, fundraising for the organization and educational awareness of the organization and its mission. Ascend-CSEF, Not investment related, Portland, Oregon, Board Member, 501(c)3 organization supporting Catholic school education, 2.24.2025, 1 hours per month during trading hours, 3 hours total, fundraising for the organization and educational awareness of the organization and its mission.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-02
• S63 Uniform Securities Agent State Law Examination
  1980-06-19

Designations