Johanna Lee Walters

Current Employers

Employment History

• 01/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA
• 05/2011 → Present
  Bank Of America, N.A.
  Blue Bell, PA

Other Businesses

I*77620 NON-PROFIT HIGHLANDS HISTORICAL SOCIETY INVESTMENT RELATED: NO FT WASHINGTON, PA POSITION: ADVISORY BOARD MEMBER START: 12/17/20 14 HRS MTHLY 10 HS MTHLY, TRADING HOURS: 0 DUTIES: BOARD FINANCE COMMITTEE I*33167FOR-PROFIT THE POWER OF ONENESS, LLC INVESTMENT RELATED: NO GWYNEDD VALLEY, PA POSITION: OWNER START DATE: HRS DEVOTED: 5 HRS MTHLY TRADING HRS: 0 DUTIES: PRESIDENT I*127420 For-Profit Dunes Drive LLC Investment related: No Gwynedd Valley, PA Position: Owner, Start date: 11/2/2019 Hrs devoted: 20 hrs Annually Hrs trading hrs: 0 Duties: beach home. rented part of the year. I*132306 Non-Profit Women's Animal Center Investment related: No Bensalem, PA Charitable Position: Board Member Start date: 7/27/2020 Hrs devoted: 5 hrs Mthly Hrs trading hrs: 0 Duties: Legally the Women's Humane Society for the Prevention of Cruelty to Animals. I*423980 Entity Type: For Profit Name: Johanna Walters JTWROS Investment related: Yes Address: Blue Bell, PA Position: Owner Start date: 6/4/2021 Hrs devoted: 5 hrs Mthly trading hrs: 0 I*1166304 Entity Type: For Profit Name: Johanna Walters Farm Income Investment related: No Address: Blue Bell, PA Position: Owner, Start date: 2/4/2023 Hrs devoted: 10 hrs Mthly trading hrs: 0 Duties: ,Horse boarding for M. B. I*521292 For Profit, Name: S P LLC Investment related: Yes Address: Blue Bell, PA Investment/Rental Real Estate Position: Owner, Start date of relationship: 09/30/2021 Hrs devoted: 5 hrs Mthly Hrs devoted during trading hrs: 0 Duties: Investment/Rental Real Estate. I*2001310, Entity Type: Fiduciary role Name: S B B Trust DTD 2/25/2022, Address: Blue Bell, PA, Investment Related: No, Position: Trustee, Employee Start Date: 09/20/2024, Hrs: 2hrs/Mo, Hrs during trading: 1, Duties: Trustee. I*2036321, Entity Type Fiduciary, Name of OBA: S B B Trust FBO L B DTD 10/1/2024 Address: Blue Bell, Pennsylvania Investment Related: Yes Position: Trustee Start Date: 11-Oct-2024 No Hours: 5 Monthly Hours during trading: 0 Duties: I*3108278 Type: For Profit Name: Frog Hollow LLC Address: East Fallowfield Township PA Investment Related: No Position: General Partner/Managing Member, Owner Start Date: 12/01/2025 No Hours: 10 Monthly No Hours during trading:0 Duties: investment and rental property property management and rental income management I*3110286 Entity Type: For Profit Name: Frog Hollow LLC Address: Blue Bell PA Investment Related: No Position: General Partner/Managing Member Start Date: 12/01/2025 No Hours: 10 Monthly No Hours during trading:0 Duties: LLC to hold property for investment real estate. I*3071271Entity Type: Fiduciary roleName of OBA: D. and C. WaltersAddress: Blue Bell, PA, 19422Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 01/01/2027Number of Hours: 1, MonthlyNumber of Hours during trading: 0Duties: Power of Attorney ParentI*3071272Entity Type: Fiduciary roleName of OBA: D. and C. W.Address: Blue Bell, Pennsylvania, 19422 Investment Related: NoPosition, Title, Association: ExecutorEmployee Start Date: 01/01/2030 Number of Hours: 1, YearlyNumber of Hours during trading: 0, Yearly Duties: Executor Parent

Exams

• S66 Uniform Combined State Law Examination
  1999-12-30