Kent Weston Overholt

Current Employers

Employment History

• 10/1987 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 10/1987 → Present
  #Ia Merrill Lynch, Pierce, Fenner & Smit
  Washington, DC
• 12/2009 → Present
  Bank Of America, Na
  Vienna, VA

Other Businesses

I*104753 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DANCERS MAKE A DIFFERENCE INVESTMENT RELATED: NO ADDRESS OF BUSINESS: OAKTON, VIRGINIA 22124 POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER START DATE OF RELATIONSHIP: 1/2/2008 NUMBER OF HOURS DEVOTED: 2 HOURS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CHARITABLE FOUNDATION RAISING MONEY TO SUPPORT THE ARTS I*101099 Entity Type: Rental Property Name of outside business organization: Rental Investment related: No Address of business: Miami Beach, Florida 33139 Position, title, association: Family Held Start date of relationship: 12/9/2016 Number of hours devoted: 10 hours Annually Number of hours devoted during trading hours: 0 Duties: Rental property I*: 2478273 Entity Type: Fiduciary role Name of OBA: K. W O. TTEE U/A DTD 04/24/2020 BY M. J. O. Address: Easton, MD 21601 Investment Related: No Position, Title, Association: Executor, Power of Attorney, Trustee Employee Start Date: 01/03/2022 Number of Hours: 1 hr mthly Number of Hours during trading: 1 hr mthly Duties: Executor, Power of Attorney, Trustee or parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-13
• S63 Uniform Securities Agent State Law Examination
  1988-01-05

Other Names

• Kent Overholt