David Robert Bier

Current Employers

Employment History

• 11/1983 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Milwaukee, WI
• 06/2011 → Present
  Bank Of America,N.A.
  Milwaukee, WI

Other Businesses

I*43047ENTITY TYPE: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: BROOM TREE FOUNDATIONINVESTMENT RELATED: NOADDRESS OF BUSINESS: WHITEFISH BAY, WISCONSIN 53217POSITION, TITLE, ASSOCIATION: DIRECTORSTART DATE OF RELATIONSHIP: 12/31/1999NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: DIRECTOR OF THIS FAMILY FOUNDATION ESTABLISHED TO PROMOTE ACTS OF MERCY, DISCIPLESHIP AND EVANGELISM. I*4136268Entity Type: Fiduciary roleName of OBA: D. R B. TTEE E. B. TTEE U/A DTD 06/15/1992 Address: Whitefish Bay, Wisconsin, 53217Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 03/25/2026Number of Hours: 1, MonthlyNumber of Hours during trading: 0Duties: Trustee/ Self/Spouse I*4151272, Entity Type: , Name of OBA: D R B TTEE E B TTEE U/A DTD 06/15/1992 , Address: Whitefish Bay, Wisconsin, 53217, Investment Related: N, Position, Title, Association: Trustee, Employee Start Date: 03/26/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*411154, Entity Type not for profit, Name of OBA:Prevent Blindness Wisconsin Address: Milwaukee Wisconsin 53202 Investment Related: No Position, Title, Association: Director Emeritus Employee Start Date:01/01/1998 No Hours: 1 Monthly No Hours during trading: 1 Monthly Duties: minimal as a past board memeber, director emeritus, preserve sight and prevent blindness

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-16
• S63 Uniform Securities Agent State Law Examination
  1984-01-24

Other Names

• David R Bier
• David Bier