Edward A Booth

Current Employers

Employment History

• 10/2012 → 05/2022
  Bank Of America Private Bank
  Richmond, VA
• 10/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Richmond, VA

Previous Registrations

• 2008-10-14 → 2012-10-03
  Elder Law Management, Elder Law Planning Services
  Pittsburgh, PA

Other Businesses

Nature of the other business Non-profit; Environmental Position: Board member Title, or relationship with the other business Board member Start date of your relationship: 09/2020 Hours/month you devote to the other business: 2 hrs Hours you devote to the other business during securities trading hours: 1 hr Duties relating to the other business: Participate in board meetings Name of the other business: CFA Society Virginia Investment-related: Yes Address of the other business: Richmond, VA 23294 Nature of the other business: Society of CFA Charter holders in VA Position: Board Member Title, or relationship with the other business: Secretary Start date of your relationship: 06/2019 Hours/month you devote to the other business: 2 hrs Hours you devote to the other business during securities trading hours: 1hr Duties relating to the other business: Keep meeting minutes, participate in board meetings I* 1731305 For profit or not for profit: Entity Charitable Name of outside business organization: The Nature Conservancy Virginia Investment related: no Address of business: Charlottesville, VA, 22911 Nature of business: Charitable Organization Position, title, association: Committee Start date of relationship: 03/15/2024 Number of hours devoted: 6 yearly Number of hours devoted during trading hours: 6 Duties: The mission of TNC is to conserve the lands and waters on which all life depends. I* 395114 For profit or not for profit: Entity Charitable Name of outside business organization: The Nature Conservancy Virginia Investment related: no Address of business: Charlottesville, VA, 22911 Nature of business: Charitable Organization Position, title, association: Board Member Start date of relationship: 10/01/2020 Number of hours devoted: 3 monthly Number of hours devoted during trading hours: 3 Duties: The mission of The Nature Conservancy is to conserve the lands and waters on which all life depends. I*: 2175258 Entity Type: Charitable Name of OBA: Capital Region Land Conservancy Address: Richmond, VA 23219 Investment Related: No Position, Title, Association: Committee Employee Start Date: 27-Jan-2025 Number of Hours: 5o hrs annually Number of Hours during trading: 25 hrs annually Duties: (CRLC) is to conserve and protect the natural and historic land and water resources of Virginias Capital Region for the benefit of current and future generations. Board member and chair of Advancement committee

Exams

• S66 Uniform Combined State Law Examination
  2023-01-30
• S65 Uniform Investment Adviser Law Examination
  2008-09-17

Other Names

• Ted Booth