Haley Kaufman

Current Employers

Employment History

• 04/1989 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 12/2009 → Present
  Bank Of America, N.A.
  Washington, DC

Other Businesses

Name: NATIONAL CHILD RESEARCH CENTER Address: WASHINGTON D.C. THIS IS PRESCHOOL WHERE MY CHIDLDREN ATTEND.WILL BE DOING FUNDRAISING-TUITION ASST. SCHOLARSHIPS BASED ON NEED. START DATE: 01-SEP-20050-20 HRS PER MTHEntity Type: Rental propertyName: DAKOTA STREET LPAddress: WASHINGTON, DC. INVESTMENT REAL ESTATELIMITED PARTNERSHIPHRS PER MTH 0-20, DURING TRADING HRS 0.IT IS HELD FOR INVESTMENT PURPOSE- MY HUSBAND IS JOINT OWNERNO TITLE - MY HUSBAND AND I OWN THREE RENTAL HOUSES IN JOINT NAME.ALL CORRESPONDENCE IS RECEIVED AT MY HOME ADDRESS IN WASHINGTON D.C. 20008PERCENTAGE OF OWNERSHIP - 50%1 HOUR PER MONTH. NONE DURING TRADING HOURS.NOT INVESTMENT RELATED, BEGINNING 12/1998 DUTIES - DEPOSIT CHECKS FROM RENTERS INTO OUR ACCOUNT.I*28406FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL HOUSESINVESTMENT RELATED: NOADDRESS OF BUSINESS: WASHINGTON, DISTRICT OF COLUMBIA 20008NATURE OF BUSINESS: OTHER,OWN 4 PROPERTIES JOINTLY WITH MY HUSBANDPOSITION, TITLE, ASSOCIATION: OWNERSTART DATE OF RELATIONSHIP: NUMBER OF HOURS DEVOTED: 10 HOURS ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: OWNER WITH HUSBAND WE OWN 4 RENTAL PROPERTIES. AT THIS TIME THEY ARE MANANGED BY OUTSIDE PROPERTY MANAGER.I*1926304 Entity Charitable Name of OBA: Temple Sinai Washington DC Address: Washington, District of Columbia, 20015 Investment Related: No Position, Title, Association: CommitteeEmployee Start Date: 08/15/2024 No Hours: 2 No Hours during trading: 0 Duties: I will serve on the Investment Committee a subset of the Finance Committee. At this time, not a role on the Board but a committee role.I*2126286, Entity Type: Fiduciary, Name of OBA: R A, Address: Washington , District of Columbia, 20008, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 11-Feb-2002, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-TrusteeI*2128257, Entity Type: Fiduciary, Name of OBA: Z A, Address: Washington , District of Columbia, 20008, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 28-Dec-1998, No Hours: 0.5 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-TrusteeI*2126287, Entity Type: Fiduciary, Name of OBA: B A, Address: Washington , District of Columbia, 20008, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 23-Sep-2005, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties: Co-TrusteeI*: 2842267 Entity Type: For Profit Name of OBA: XXXX 11TH AVE S LLC Address: Nashville, TN 37203 Investment Related: No Position, Title, Association: Owner Employee Start Date: 09/10/2025Number of Hours: 4 hrs annually Number of Hours during trading: 0 Duties: This is an LLC with I own 50% and my husband owns 50% which owns a rental property in Nashville TN I*3818281 Entity Type: HOA, Co-Op, Freehold Name of OBA: 12th and Archer Homeowners Association Address: Nashville, Tennessee, 37204 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 03/01/2026 Number of Hours: 12, Yearly Number of Hours during trading: 0 Duties: Homeowners Association for a group of houses. The LLC i own in Nashville is one of the houses in the association. I am interested in being a board member. being a board member, voting on policies and rules for the community. Reviewing and approving annual budget. I*4025269 Entity Type: Fiduciary role Name of OBA: J.A. CMA and J. A. IRA Address: Washington, DC 20008 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 01/17/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-09-24
• S63 Uniform Securities Agent State Law Examination
  1989-07-06