Dwight Hills Emanuelson

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1984 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 01/2010 → Present
  Bank Of America, N.A.
  Dallas, TX

Other Businesses

I*18446 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: D BAR E LIMITED INVESTMENT RELATED: N ADDRESS OF BUSINESS: DALLAS, TEXAS 75205 NATURE OF BUSINESS: OTHER, FAMILY LP POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 0001-01-01 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 DUTIES: GENERAL PARTNER 2)I*18446 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: D BAR E LIMITED INVESTMENT RELATED: N ADDRESS OF BUSINESS: DALLAS, TEXAS 75205 NATURE OF BUSINESS: OTHER, FAMILY LP POSITION, TITLE, ASSOCIATION: GENERAL PARTNER, START DATE OF RELATIONSHIP: 0001-01-01 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 DUTIES: GENERAL PARTNER I*64126 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS OF BUSINESS: KIAWAH, SOUTH CAROLINA NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/1/2013 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RENTING 2ND HOME IF SOUTH CAROLINA I*18444 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BELLVIS MANAGEMENT LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: DALLAS, TEXAS 75205 NATURE OF BUSINESS: OTHER,FAMILY LLC POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 01/01/0001 NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 DUTIES: MANAGING MEMBER

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-12
• S63 Uniform Securities Agent State Law Examination
  1984-12-28

Other Names

• Dwight Hillis Emanuelson
• Dwight H Jr Emanuelson