Russell William Holley

Current Employers

Employment History

• 08/1990 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 09/2009 → Present
  Bank Of America, N.A.
  South Lake, TX

Other Businesses

I*10773For profit or not for profit: Name of outside business organization: Rental PropertyInvestment related: NoAddress of business: Mountain Village, Colorado 81435Position, title, association: Start date of relationship: 1/1/2020Number of hours devoted: 0 Number of hours devoted during trading hours: 0Duties: I*481748Entity Type: Fiduciary role Name of OBA: H Family TrustAddress: Southlake, Texas, 76092Investment Related: No Position, Title, Association: TrusteeEmployee State Date: 01-Jul-2008No Hours: 0 No Hours during Trading: 0 Duties: Trustee for family trust I*: 2434280Entity Type: Fiduciary roleName of OBA: B. C. H. TrustAddress: Southlake, Texas, 76092Investment Related: NoPosition, Title, Association: Trustee Employee Start Date: 1/27/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 1 hr mthly Duties: Trustee for parents I*: 2434281Entity Type: Fiduciary roleName of OBA: R. W. H. TrustAddress: Southlake, Texas, 76092,Investment Related: NoPosition, Title, Association: Trustee Employee Start Date: 1/27/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 1 hr mthly Duties: Trustee for parents I*2406323, Entity Type: , Name of OBA: MR R W H EXEC EST OF S H, Address: Southlake, Texas, 76092, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 21-Apr-2025, No Hours: 1 Weekly, No Hours during Trading: 1 Weekly, Duties: I*2761263, Entity Type: , Name of OBA: R W H TTEE U/A DTD 11/21/1991 by S H, Address: Southalke, Texas, 76092, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 11/21/1991, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-01
• S63 Uniform Securities Agent State Law Examination
  1984-11-13