Mark M Ramirez

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-12-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	04/2018	09/2019
Nexstep Home Health Care And Personal Care	Mansfield	TX	07/2015	04/2017
University Of Texas At Arlington	Arlington	TX	08/2014	12/2017
Chuys Tex Mex	Arlington	TX	06/2009	03/2018
Bank Of America, N.A.	Fort Worth	TX	08/2018	09/2019
Ramirez Lawn Service	College Station	TX	09/2019	12/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	12/2019	Present
Bank Of America, N.A	Fort Worth	TX	01/2020	Present

04/2018 → 09/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
07/2015 → 04/2017

Nexstep Home Health Care And Personal Care

Mansfield, TX
08/2014 → 12/2017

University Of Texas At Arlington

Arlington, TX
06/2009 → 03/2018

Chuys Tex Mex

Arlington, TX
08/2018 → 09/2019

Bank Of America, N.A.

Fort Worth, TX
09/2019 → 12/2019

Ramirez Lawn Service

College Station, TX
12/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
01/2020 → Present

Bank Of America, N.A

Fort Worth, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-12

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