Deane Lowell Curtiss

Current Employers

Employment History

• 02/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rancho Santa Fe, CA
• 08/2009 → Present
  Bank Of America,Na
  Rancho Sante Fe, CA

Previous Registrations

• 2007-04-02 → 2009-02-17
  Morgan Stanley & Co. Llc
  Rancho Sante Fe, CA
• 2001-04-26 → 2007-04-02
  Morgan Stanley Dw Inc.
  Rancho Sante Fe, CA
  Rancho Santa, CA

Other Businesses

I*504858Entity Type: TrustName of outside business organization: C. family trust (Parents)Investment related: NoAddress of business: Wellington, Florida 33414Position, title, association: Co-owner with other family membersStart date of relationship: 12/14/2020Number of hours devoted: 1 hr MthlyNumber of hours devoted during trading hours: 0Duties: Successor TrusteeI*2261277, Entity Type: Fiduciary role Name of OBA: r and A c family trust, Address: Escondido, California, 92026, Investment Related: No, Position, Title, Association: Successor Trustee, Employee State Date: 01-Apr-2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: Successor Trustee for Child/Grandchild I*: 2676266 Entity Type: Fiduciary Name of OBA: MLPF& S CUST FPO ABC IRA FBO ABC Address: rancho santa feCalifornia 92067 Investment Related: n Position, Title, Association: POA Employee Start Date: 08/01/2025 No Hours: 1hr/mo No Hours during trading:1 Duties: POA I*: 2677263 Entity Type: Fiduciary Name of OBA:MLPF& S CUST FPO ABC RRA FBO ABC Address: rancho santa feCalifornia 92067 Investment Related: n Position, Title, Association: POA Employee Start Date: 08/01/2025 No Hours: 1hr/mo No Hours during trading:1 Duties: POA

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-15
• S63 Uniform Securities Agent State Law Examination
  1983-12-29

Other Names

• Deane L Curtiss