David Wallace Adolf Rubbert

Current Employers

Employment History

• 06/1986 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellingham, WA
• 10/2012 → Present
  Bank Of America Na
  Bellingham, WA

Other Businesses

I*24754 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: NOOKSACK VALLY FITNESS INVESTMENT RELATED: N ADDRESS OF BUSINESS: 702 NOOKSACK AVE. NOOKSACK WA, NOOKSACK, WASHINGTON 98247 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 6/1/2005 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER MAINTANCE 2) - BUSINESS OR ACTIVITY NAME - D AND S LLC FOR PROFIT OR NOT FOR PROFIT - FOR PROFIT ADDRESS OF BUSINESS - 701 NOOKSACK AVE NOOKSACK WASHINGTON 98276 INVESTMENT RELATED - NO NUMBER OF HOURS DEVOTED PER MONTH - ONE NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS - ZERO START DATE OF RELATIONSHIP - 05/01/2012 YOUR POSITION, TITLE, ASSOCIATION - OWNER NATURE OF BUSINESS - LLC YOUR DUTIES - RENTAL PROPERTY I*10955 For profit or not for profit: Name of outside business organization: T E R TTEE U/A DTD 05/03/2018 Investment related: Address of business: Newport Beach, California 92661 Nature of business: , Position, title, association: , Start date of relationship: 8/2/2019 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I*2384342, Entity Type: , Name of OBA: T R Trust, Address: Everson, Washington, 98247, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 15-Apr-2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-09-19