Peter Lee Berry

Current Employers

Employment History

• 08/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
• 09/2009 → Present
  Bank Of America, N.A.
  Stamford, CT

Other Businesses

1) BERRY PATCH 5, LLC, STAMFORD, CT 06901, INVESTMENT FUND, LIMITED PARTNER, PASSIVE INVESTOR, MARCH 4, 2005, 0HRS MNTH, 0HRS DRNG TRDNG 2) NAME OF OUTSIDE BUSINESS ORGANIZATION: TULLY INVESTMENT FUND, LLC ADDRESS OF BUSINESS: STAMFORD, CT 06901 NATURE OF BUSINESS: LIMITED PARTNER START DATE OF RELATIONSHIP: 03/04/2005 DUTIES: PASSIVE INVESTOR I*128558 For profit or not for profit: For-Profit Organization Name of outside business organization: Saint John Place LLC Investment related: Y Address of business: Darien, Connecticut 06820 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 3/1/2020 Number of hours devoted: 12 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I am buying my father's condo. I*127695 For profit or not for profit: For-Profit Organization Name of outside business organization: THREE CUBS, LP Investment related: Y Address of business: Darien, Connecticut 6820 Nature of business: Limited Partnership, Position, title, association: Limited Partner, Start date of relationship: 10/1/2018 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: family LP

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-01
• S63 Uniform Securities Agent State Law Examination
  2000-11-17