William Todd Westerburg

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-03-06

TX RA
APPROVED

Since 2024-03-06

Branch Locations

5500 Preston Rd, Dallas, TX 75205 • United States

1 Cowboys Way, Frisco, TX 75034 • United States

Disclosures

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

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	04/2010	Present

04/2010 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX

Other Businesses

OBA ID: 518245OBA Name: TCW LLCLocation: Dallas TXInvestment Related Activity: NoRole: General PartnerDuties: Purchase home furnishings for our house I*4676280 Entity Type: N/A Name of OBA: MLPF& S CUST FPO MRS C B W IRA FBO MRS C B W Address: Dallas, Texas, 75225 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/08/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Spouse

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-04

S66 Uniform Combined State Law Examination

2024-03-04

Other Names

Todd Westerburg

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

Other Names

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