William Loomis Burns

Current Employers

Employment History

• 06/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brentwood, TN
• 01/2017 → 06/2017
  Counsel On Call
  Brentwood, TN
• 05/2016 → 01/2017
  Unemployed
  Nashville, TN
• 01/2018 → Present
  Bank Of America, N.A.
  Brentwood, TN

Other Businesses

Loomis Foundation, Inc, Not-investment related, Associate as per 2016 990, unpaid member of family foundation, no investment or direct grant making authority, I have only held this position since January 2016, 15 minutes or less time spent per month 0 during trading hours, Leawood, KS, 501(c)3 private foundation. Duties are to attend annual meetings and direct grants on a limited basis I*127113 For profit or not for profit: Non-Profit Organization Name of outside business organization: Saddle Up! Investment related: N Address of business: Franklin, Tennessee 37064 Nature of business: Charitable Organization, Position, title, association: Other, Executive Board; Finance Committe Start date of relationship: 12/2/2019 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Executive board position. I also serve on the Finance Committee. Duties on the Finance Committee do not consist of securities selection. I*1799285, Entity Type Entity Charitable, Name of OBA: Christ The King Endowment Fund, Inc. Address: Santa Rosa Beach, FL, 32459 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 05/01/2024 No Hours: 5 yearly No Hours during trading: 0 Duties: Board member for Christ the King's endowment fund which is a seperate entity from the church for the purpose of funding crucial operations and capital improvements. The main purpose of the board is to oversee the finances of the endowment and review requests for draws on the endowment.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-01

Other Names

• William Burns