Heather Ann Goodbody

Current Employers

Employment History

• 06/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rochester, NY
• 12/2009 → Present
  Bank Of America, N.A.
  Pittsford, NY

Previous Registrations

• 2007-06-07 → 2007-06-12
  Banc Of America Investment Services, Inc.
  Rochester, NY
  Rochester, NY
  Rochester, NY

Other Businesses

NON PROFIT INVESTMENT RELATED: NONAME: ROCHESTER MUSEUMADDRESS: ROCHESTER, NY 14607START DATE 10/03/2006TITLE: DIRECTOR/BOARD MEMBER, SUBCOMMITTEE MEMBERNUMBER OF HOURS DEVOTED PER MONTH: 1-10NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 1-10DUTIES: FUNDRAISINGI*75458FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: OUR LADY OF MERCY SCHOOL FOR YOUNG WOMENINVESTMENT RELATED: NADDRESS OF BUSINESS: ROCHESTER, NEW YORK 14610NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: FINANCE COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 10/10/2014NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: FINANCE COMMITTEE MEMBER FOR THE SCHOOL. I WILL PARTICIPATE IN A DECISION MAKING PROCESS CONCERNING THE FINANCES OF THE SCHOOL. FINANCE COMMITTEE MEMBER; ONE OF THIRTEEN MEMBERS THAT OVERSEE FINANCES FOR THE SCHOOL.I*91842FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: INVESTMENT RELATED: NADDRESS OF BUSINESS: DOVER, VERMONT 5356NATURE OF BUSINESS: OTHER,OWNERSHIP IN TIMESHAREPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/4/2016NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: ADVISOR OWNS A TIMESHARE PROPERTY AND PLACES IN THE ASSOCIATION RENTAL POOL WHEN ADVISOR DOES NOT USEI*105848For profit or not for profit: For-Profit OrganizationName of outside business organization: Goodbody For LifeInvestment related: NAddress of business:Pittsford, New York 14534Nature of business: LLC,Position, title, association: Part-Time, Start date of relationship: 6/28/2017Number of hours devoted: 20 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Health & Wellness, Women's LeadershipI*130391 Entity Type: For-Profit Name: Plum Alley Investment related: No Address: New York, NY 10010 Position, title, association: Member Start date of relationship: 6/1/2020 Hours devoted: 3 hours Quarterly Hours devoted during trading hours: 0 Duties:I*994449 For profit or not for profit: Name of outside business organization: McQuaid Jesuit Investment related: No Address: Position, title, association: Consultant Start date of relationship: Hours devoted: Hours devoted during trading hours: Duties: Investment Committee, to assist with investment oversight along with 8 other members of the committee*1429282, Entity Type: Charitable, Name: Golisano Business Institute Address: Rochester, NY 14620 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/11/2023 No Hours: 5 monthly No Hours during trading: 1 monthly Duties: Education; assist with policies and proceduresI*2678263, Entity Type: For Profit, Name: Waypoint Ventures, LLC, Address: Rochester, NY 14610, Investment Related: No, Position, Title, Association: General Partner/Managing Member, Employee State Date: 07/30/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: To hold personal property-second home-vacation home. I will be a 50/50 member of the LLC. Maintenance of property and payment of expensesI*: 2679270 Entity Type: HOA, Co-op, Freehold Name of OBA: The Tudors Home Owners Association Address: Rochester, NY 14610 Investment Related: No Position, Title, Association: Officer Employee Start Date: 09/01/2025 Number of Hours: 4 hrs annually Number of Hours during trading: 0 Duties: To act as President of the Home Owners Association. No financial responsibility. More of a Governance role. HOA consists of only 3 neighbors I*4756278 Entity Type: Entity For Profit Name of OBA: LILA Investment LLC Address: Rochester, New York, 14620 Investment Related: No Position, Title, Association: Other Employee Start Date: 06/29/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Investment in private company None

Exams

• S66 Uniform Combined State Law Examination
  2007-06-06

Other Names

• Heather Ann Hanson