Paul Juergensen

Current Employers

Employment History

• 03/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2009 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 1997-11-13 → 2006-03-08
  Advest, Inc.
  Washington, DC

Other Businesses

(1)I*78609 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: POA INVESTMENT RELATED: N ADDRESS OF BUSINESS: HERNDON, VIRGINIA 20170 NATURE OF BUSINESS: OTHER,POA POSITION, TITLE, ASSOCIATION: FIDUCIARY, START DATE OF RELATIONSHIP: 1/7/2015 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: POA I*79773 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE LEUKEMIA & LYMPHOMA SOCEITY INVESTMENT RELATED: N ADDRESS OF BUSINESS: ALEXANDRIA, VIRGINIA 22304 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 3/23/2015 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM ON THE LLS CHARITY GOLF COMMITTEE, AND INVOLVED IN FUNDRAISING FOR THE TOURNAMENT, IN A NON COMPENSATED ROLE I*70133 For profit or not for profit: Non-Profit Organization Name of outside business organization: Becky's Fund Investment related: N Address of business: Washington, District of Columbia 20005 Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 3/19/2014 Number of hours devoted: 20 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Domestic Violence in our world has to come to a halt. We at Becky s Fund are doing everything we possibly can to fight this issue and make many aware of its dangers to our world. See our People, Programs and Partners helping us to play our part I*114745 For profit or not for profit: Non-Profit Organization Name of outside business organization: Cathedral Choral Society Investment related: Y Address of business: Washington, District of Columbia 20016 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 6/30/2017 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Investment Committee

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-02
• S63 Uniform Securities Agent State Law Examination
  1988-06-07

Other Names

• Paul Juergensen
• Paul Juergensen Ii