Eric Henry Burt

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Wellesley, MA
• 11/2016 → 05/2019
  Wells Fargo Clearing Services, Llc
  Wellesley, MA
• 05/2019 → Present
  Rbc Capital Markets, Llc.
  Wellesley Hills, MA
• 11/2019 → Present
  City National Bank
  Wellesley Hills, MA

Previous Registrations

• 2008-01-01 → 2019-05-28
  Wells Fargo Clearing Services, Llc
  Stowe, VT
  Wellesley, MA
  Dover, MA
  Dover, MA
• 2004-04-02 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Wellesley, MA
  St. Louis, MO

Other Businesses

(1)POWER OF ATTORNEY FOR FATHER; INV RELATED; WELLESLEY, MA; START: 8/28/18; 0 HR/MO; 0 DURING TRADING. CO-TRUSTEE FOR FATHER; INV RELATED; WESTWOOD, MA; START: 12/17/18; 2 HRS/MO; 1 DURING TRADING. (2) NAME OF ENTITY: DOVER SHERBORN EDUCATION FUND; ADDRESS: DOVER, MA; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: EDUCATION FOUNDATION; CAPACITY: BOARD OF DIRECTORS; START DATE: 09/2011; DUTIES: HELP DECIDE WHERE TO SPEND GRANT MONEY; HOURS DEVOTED PER MONTH: 1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1; (3)NAME OF ENTITY University of Vermont Foundation ADDRESS 411 main St Burlington VT NOT INVESTMENT RELATED BUSINESS DESCRIPTION University CAPACITY Committee/Council Member not associated with the Board of Directors START DATE 09/01/2021 DUTIES Help strategize future for the University and assist with fund raising efforts HOURS DEVOTED PER MONTH 30 min HOURS DEVOTED DURING SECURITIES HOURS PER MONTH None (4) NAME OF ENTITY: Waypoint adventure ADDRESS: 453 Concord Ave., Lexington, MA 02421 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: non-profit focusing on providing adventures for handicapped people CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 12/16/22 DUTIES: help raise awareness and generate interest and sponsorships in Mar 30 fundraising concert HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (5) NAME OF ENTITY: pilgrim church pastorial relations ADDRESS: 25 s main st Sherborn ma INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: church CAPACITY: Other: member of committee START DATE: 02/04/2024 DUTIES: attend 2 meeting per year discussing how the minister is diung with his job and the church HOURS DEVOTED PER MONTH: 10 minutes HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S66 Uniform Combined State Law Examination
  2004-03-19
• S63 Uniform Securities Agent State Law Examination
  1984-04-26