Joseph M Samuels

Current Employers

Employment History

• 08/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 09/2009 → Present
  Bank Of America,Na
  Menlo Park, CA

Other Businesses

I*74096 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FAMILY RENTAL PROPERTIES INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAN CARLOS CA 94070 NATURE OF BUSINESS: FAMILY BUSINESS POSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 7/28/2014 NUMBER OF HOURS DEVOTED: 6 MONTHLY HOUR(S) NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: POWER OF ATTORNEY TO MANAGE MY MOTHER'S 5 RENTAL PROPERTIES, I DO NOT HAVE ANY OWNERSHIP IN THESE PROPERTIES I*78697 For profit or not for profit: For-Profit Organization Name of outside business organization: Joe Samuels, Piano Player Investment related: N Address of business: San Carlos, California 94070 Nature of business: Sole Proprietorship, Position, title, association: Participant, Start date of relationship: 2/9/2015 Number of hours devoted: 9 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: piano player with jazz combo or solo entertainer I*7810 For profit or not for profit: Name of outside business organization: Joseph Samuels, CO-TTEE Rental prope Investment related: Address of business: Northridge, California 91324 Nature of business: , Position, title, association: , Start date of relationship: 3/10/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties: I*7808 For profit or not for profit: Name of outside business organization: Joseph Samuels, CO-TTEE Rental prope Investment related: Address of business: Woodland Hills, California 91367 Nature of business: , Position, title, association: , Start date of relationship: 3/10/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 1 Duties: I*7809 For profit or not for profit: Name of outside business organization: Joseph Samuels, CO-TTEE Rental prop Investment related: Address of business: Woodland Hills, California 91367 Nature of business: , Position, title, association: , Start date of relationship: 3/10/2019 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 1 Duties: I*7807 For profit or not for profit: Name of outside business organization: Joseph Samuels, CO-TTEE Rental prop Investment related: Address of business: Los Angeles, California 90066 Nature of business: , Position, title, association: , Start date of relationship: 3/10/2019 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 1 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-02
• S63 Uniform Securities Agent State Law Examination
  1989-09-01