Angie Whittaker

Current Employers

Employment History

• 05/2006 → 03/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbia, SC
• 03/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 07/2020 → Present
  Bank Of America, N.A.
  Charlotte, NC

Previous Registrations

• 2005-11-17 → 2006-05-23
  Wells Fargo Clearing Services, Llc
  Columbia, SC

Other Businesses

I*127893 Entity Type: For-Profit Name of outside business organization: Columbia Capital XI LLC Investment related: No Address of business: Charlotte, NC 28207 Position, title, association: Husband is a limited partner in this LLC Start date of relationship: 10/15/2018 Number of hours devoted: 1 hour Mthly Number of hours devoted during trading hours: 0 Duties: This will be a company to invest Tiger XI private equity fund I*1139260 Entity Type: For Profit Name of outside business organization: Columbia Capital XVI LLC Investment related: No Address of business: Charlotte, NC 28207 Position, title, association: Owner Start date of relationship: 10/15/2018 Number of hours devoted: 1 hour mthly Number of hours devoted during trading hours: 0 Duties: This LLC is set up for the sole purpose of holding an AI investment I*1002271 Entity Type: For profit Name of outside business organization: Columbia Capital XV LLC Investment related: No Address of business: Charlotte, NC 28207 Position, title, association: Owner Start date of relationship: 10/15/2018 Number of hours devoted: 1 hour mthly Number of hours devoted during trading hours: 0 Duties: This will be a company to invest in funds I* 1194282 Entity Type: For Profit Name of outside business organization: Stateline Diesel Performance Investment related: No Address of business: Rock Hill, SC 29732 Nature of business: LLC Position, title, association: Owner Start date of relationship: 10/13/2018 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: Diesel engine repair business and I am an investor with no responsibilities beyond that. I*: 2090262 Entity Type: For Profit Name of OBA: Weybridge Street Capital LLC Address: Charlotte, NC 28207 Investment Related: No Position, Title, Association: Other Employee Start Date: 11/14/2024 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: This is an account to hold a Private Equity. I have no responsibilities. I*3272278 Entity Type: For Profit Name of OBA: Green Mountain Boys Capital Partners LLC Address: Tega Cay, SC 29708 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 11/26/2025 Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: This is to have an LLC for me and another ML Employee to invest in a VC deal and a PE Fund none I*4094265 Entity Type: For Profit Name of OBA: Columbia Capital XVII LLC Address: Columbia, SC 29206 Investment Related: No Position, Title, Association: Owner Employee Start Date: 02/26/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: This is an LLC to invest in the underlying VC firm Tiger Global XVII, which we have done in the past as well. Nothing else will go into this and just a pass through entity Managing member to receive and distribute funds for the partnership I*4841269 Entity Type: For Profit Name of OBA: Benny Boy Capital Partners LLC Address: Charlotte, North Carolina, 28208 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 06/01/2026 Number of Hours: 2, Weekly Number of Hours during trading: 0 Duties: Our townhouse is held in the LLC. It is a holding for our property. Maintain the property and pay bills

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-11
• S63 Uniform Securities Agent State Law Examination
  2004-10-20

Other Names

• Angie Petrovic
• Angie P Douglas