Rosalie Hunter

Current Employers

Employment History

• 06/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 09/2015 → Present
  Bank Of America, N.A.
  Philadelphia, PA

Previous Registrations

• 2011-07-07 → 2015-06-25
  Barclays Capital Inc.
  Philadelphia, PA

Other Businesses

I*416552 For profit or not for profit: Name of outside business organization: Sunnybrook Golf Club Investment related: N Address of business: Plymouth Meeting, Pennsylvania, 19462 Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Not for profit golf club. I am on the Board of Govenors. I*555278 For profit or not for profit: Name of outside business organization: JVS Philadelphia Fund for Women Investment related: N Address of business: Philadelphia, Pennsylvania, 19103 Nature of business: Charitable Organization Position, title, association: Other Start date of relationship: 10/25/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: advisory board - helping to determine recipients of grant money, I will be on an advisory board helping to make decisions about allocating grant money to small women owned businesses in Philadelphia. I have no fund raising obligations and there is no investment activity associated with the grants which the advisory board overseas. I*1300247 For profit or not for profit: Entity For Profit Name of outside business organization: ROJO 08 LLC Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 5/15/2023 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , FL Rental Property I*2091288, Entity Type: Fiduciary, Name of OBA: RLH TTEE U/W HTF , Address: Philadelphia , Pennsylvania, 19118, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 07/01/2011, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-06
• S63 Uniform Securities Agent State Law Examination
  1993-08-17

Other Names

• Rosalie Laguerenne Hunter
• Rosalie Ferry
• Rosalie Hunter Ferry