Phillip Wayne Scott

Current Employers

Employment History

• 04/1985 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
• 05/2011 → Present
  Bank Of America, N.A.
  Walnut Creek, CA

Other Businesses

I*2790317, Entity Type: , Name of OBA: J L Living Trust, Address: Danville, California, 94506, Investment Related: N, Position, Title, Association: Successor Trustee, Employee State Date: 02/03/2026, No Hours: 30 Yearly, No Hours during Trading: 5 Yearly, Duties: I*2792269, Entity Type: , Name of OBA: S L-S, Address: Danville, California, 94506, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 02/04/2026, No Hours: 40 Yearly, No Hours during Trading: 10 Yearly, Duties: I*3701281 Entity Type: Entity For Profit Name of OBA: Scott SFR LLC Address: Reno, Nevada, 89511 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 02/11/2026 Number of Hours: 20, Monthly Number of Hours during trading: 0, Monthly Duties: Personal Real Estate Investments Find/Acquire/Rent Single Family Residences I*5004270, Entity Type: , Name of OBA: S S S-L TTEE P S TTEE U/A DTD 11/26/2007 , Address: Danville, California, 94506, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 07/21/2026, No Hours: 2 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-06
• S63 Uniform Securities Agent State Law Examination
  1985-07-17