Michael Patrick Truitt

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2021-02-04
TX	RA	APPROVED_RES	2008-12-19
MD	RA	APPROVED	2008-12-12

CO RA
APPROVED

Since 2021-02-04
TX RA
APPROVED_RES

Since 2008-12-19
MD RA
APPROVED

Since 2008-12-12

Branch Locations

Bishopville, MD • United States

11724 Ocean Gtwy, Ocean City, MD 21842 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Salisbury	MD	12/2008	Present
Bank Of America, N.A.	Salisbury	MD	05/2011	Present

12/2008 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salisbury, MD
05/2011 → Present

Bank Of America, N.A.

Salisbury, MD

Previous Registrations

2007-04-02 → 2008-12-15

Morgan Stanley & Co. Llc

Salisbury, MD
1991-10-09 → 2007-04-02

Morgan Stanley Dw Inc.

Salisbury, MD

Ocean City, MD

Other Businesses

I*28440FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: WORCESTER PREPARATORY SCHOOLINVESTMENT RELATED: NADDRESS OF BUSINESS:BERLIN, MARYLAND 21811NATURE OF BUSINESS: OTHER,501-C3POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 11/1/2008NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: DIRECTOR/BOARD MEMBER SUBCOMMITTEE MEMBER4)NAME OF OUTSIDE BUSINESS ORGANIZATION: ATLANTIC UNITED METHODIST CHURCHADDRESS OF BUSINESS: 105 4TH STREET, OCEAN CITY, MDNATURE OF BUSINESS: METHODIST CHURCHPOSITION, TITLE, ASSOCIATION: SUBCOMMITTEE MEMBER, FINANCESTART DATE OF RELATIONSHIP: 01/01/09I*108483For profit or not for profit: Non-Profit OrganizationName of outside business organization: Community Foundation of the Eastern ShoreInvestment related: NAddress of business:Salisbury, Maryland 21801Nature of business: Charitable Organization,Position, title, association: Director, Start date of relationship: 9/7/2017Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 2Duties: The mission of the CFES is to strengthen the community by building charitable funds, maximizing benefits to donors, making effective grants, and providing leadership to address community needs. Last year the CFES made over 2,500 grants totaling $5MM. I*3470292 Entity Type: Entity Charitable Name of OBA: Lower Shore Land Trust, Inc. Address: Snow Hill, Maryland, 21863 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 02/02/2026 Number of Hours: 2, Monthly Number of Hours during trading: 1, Monthly Duties: LSLT protects and restores natural resources, wildlife habitat and working lands to support and connect healthy and vibrant communities Advisory Board of Directors member

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-10-27
S63	Uniform Securities Agent State Law Examination	1985-03-15

S65 Uniform Investment Adviser Law Examination

1995-10-27
S63 Uniform Securities Agent State Law Examination

1985-03-15

View on SEC IAPD