John Charles Petersen

Current Employers

Employment History

• 04/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albany, NY
• 06/2011 → Present
  Bank Of America,N.A.
  Clifton Park, NY

Other Businesses

I*94579FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CG P IRAINVESTMENT RELATED: YNATURE OF BUSINESS: OTHER,IRAPOSITION, TITLE, ASSOCIATION: FIDUCIARY, START DATE OF RELATIONSHIP: 6/1/2016NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: POA FOR MOTHER'S IRA I*94583FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CG P TRUST U/A DTD 06/02/2005INVESTMENT RELATED: YNATURE OF BUSINESS: TRUST,POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 6/1/2016NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: LISTED AS CO-TRUSTEE, ALONG WITH MY BROTHER W A P ON OUR MOTHERS ML TRUST ACCOUNTS I*: 2063276Entity Type: Rental Property Name of OBA: Rental Property 2Address: J, VTInvestment Related: No Position, Title, Association: Sole ownerEmployee Start Date: 11/01/2024Number of Hours: 1 hr mthlyNumber of Hours during trading: 0Duties: I*489671, Entity Type, Name of OBA: J H P Address: Loudonville New York 12211 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/30/2017 No Hours: 1 Monthly No Hours during trading: 1 Monthly Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-07
• S63 Uniform Securities Agent State Law Examination
  1989-07-17