Willie Douglas Tate

Current Employers

Employment History

• 10/2013 → 08/2019
  Td Bank, N.A.
  Washington, DC
• 10/2013 → 11/2022
  Td Private Client Wealth Llc
  Washington, DC
• 08/2019 → 11/2022
  Td Bank N.A.
  Washington, DC
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, MD
• 11/2022 → Present
  Bank Of America N.A.
  Columbia, MD

Previous Registrations

• 2013-10-31 → 2022-11-28
  Td Private Client Wealth Llc
  Vienna, VA
  Washington, DC
  New York, NY
  Vienna, VA
  New York, NY
• 2012-01-09 → 2013-10-24
  Pnc Wealth Management Llc
  Columbus, OH
  Bethesda, MD
  Columbus, OH
  Laurel, MD
• 2009-10-23 → 2011-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
  Chesterfield, MO
• 2002-09-03 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Greenbelt, MD
  Chesterfield, MO
  Chevy Chase, MD
  Washington, DC

Other Businesses

Alpha Phi Alpha Fraternity Inc. (Member)-Reston, VA 20190; Graduate chapter of a nt'l fraternal org which promotes manly deeds, scholarship and love for all mankind. Attend membership mtngs and volunteer occasionally at community events. No compensation. started with the board March 2021.Up to 2 hpm ; 0 hrs trading. I*1074313, Entity Charitable, Name: Georgetown University Alumni Association Black Alumni Council, Investment related: No, Address: Washington, DC 20057, Date started: 03/01/2018, Role: Committee, Hrs: 2/Mo, During trading: 0, Duties; Serves as the primary vehicle for inclusion, engagement and connectivity of Blk alumni across the Georgetown Univ community; foster relations between Blk alumni and Blk students, faculty and staff; and to facilitate outreach from the university to the broader community. Urban Financial Services Coalition (Member) Washington, DC http://www.ufscnet.org/ Promotes economic empowerment, leads ed advcmnt and supports professional dev in the fin srvces I*1074323 For profit or not for profit: Name of outside business: Fairfax County Football Officials Association Investment related: N Address Bristow Virginia Nature of business: ["Business or Industry Organization"] Position, title, association: ["Consultant/Independent Contractor"] Start date: 8/1/2013 Number of hrs devoted: 24 hour(s) Monthly Number of hrs devoted during trading hours: 0 Duties: Recreation League football officials in the DC Metropolitan area I*1076285 For profit or not for profit: Name of outside business organization: Mount Vernon Officials Association Investment related: N Address of business: Bristow VA Nature of business: ["Business or Industry Organization"] Position, title, association: ["Consultant/Independent Contractor"], Start date: 8/1/2013 Number of hrs devoted: 12 hour(s) Monthly Number of hrs devoted during trading hours: 0 Duties: , Recreation League basketball officials in the DC area I*1074321 For profit or not for profit: Name of outside business organization: Nthrn VA Football Officials Association Investment related: N Address of business: Stephens City VA 22655 Nature of business: ["Business or Industry Organization"] Position: ["Consultant/Independent Contractor"], Start date: 8/1/2013 Number of hrs devoted: 24 hour(s) Monthly Number of hrs devoted during trading hours: 0 Duties: , Scholastic football officials in the DC Metropolitan area. I*1076259 For profit or not for profit: Entity Charitable Name: Leveling the Playing Field Investment related: N Address : Silver Spring MD 20910 Nature of business: ["Charitable Organization"] Position: ["Board Member"], Start date: 11/9/2016 Number of hrs devoted: 3 hour(s) Monthly Number of hrs devoted during trading hours: 0 Duties: , I lead finance committee meetings I*1076260 For profit or not for profit: Entity Charitable Name: JGH Educational and Charitable Foundation, Inc Investment related: N Address: Reston VA 20190 Nature of business: ["Charitable Organization"] Position: ["Board Member"], Start date: 3/1/2021 Number of hrs devoted: 2 hour(s) Monthly Number of hrs devoted during trading hours: 0 Duties: Finance committee I*1253259 For profit or not for profit: Entity Charitable Name: Abbott Academy Fund Investment related: N Address of business: Andover, Massachusetts Nature of business: ["Charitable Organization"] Position: ["Board Member"], Start date: 6/1/2023 Number of hrs devoted: 12hrs/Ann, 2 during trading hours, Duties: review grant proposals

Exams

• S66 Uniform Combined State Law Examination
  2002-08-31
• S63 Uniform Securities Agent State Law Examination
  2001-06-25