Brett S Schoonover

Current Employers

Employment History

• 10/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith
  Schreveport, LA
• 07/2011 → Present
  Bank Of America, N.A.
  Shreveport, LA

Other Businesses

I*38593FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: KOTA ENTERPRISES L.L.C.INVESTMENT RELATED: NADDRESS OF BUSINESS:SHREVEPORT, LOUISIANA 71106NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/1/2010NUMBER OF HOURS DEVOTED: 10 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THIS LLC WAS ESTABLISHED AT THE ADVICE OF MY ATTORNEY FOR ESTATE PLANNING PURPOSES. THE LLC WAS CREATED TO HOLD MY AND MY WIFE'S PERSONAL INVESTMENTS, AND LIFE INSURANCE CONTRACTS.I*38595FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: KOTA FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS: 12045 ASHLAND WAY, SHREVEPORT, LOUISIANA 71106NATURE OF BUSINESS: TRUST,POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 1/1/2011NUMBER OF HOURS DEVOTED: 3 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THIS IS A FAMILY FOUNDATION MY WIFE AND I HAVE ESTABLISED AT THE ADVICE OF OUR ESTATE PLANNING ATTORNEY.SECONDARY REASON WAS TO HELP THE CAUSE OF [REDACTED] SINCE I HAVE A [REDACTED] SON WHO IS [REDACTED]I*: 1674284Entity Type: Entity CharitableName of OBA: Schoonover FoundationAddress: Shreveport, LAInvestment Related: YesPosition, Title, Association: DirectorEmployee Start Date: 3/1/2020Number of Hours: 2 monthlyNumber of Hours during trading: 0Duties: Purpose of the entity is to private family foundation that make charitable contributions to other 501c3 organizations that the Schoonover family (myself and siblings) wants to support.My role is as one of two directors, my brother is the other director, my other sister is the secretary, and my other sister is the president and CEO.I*: 1794270Entity Type: Entity For ProfitName of OBA: Schoonover GP, LLCAddress: Shreveport, LAInvestment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 01/26/2023Number of Hours: 2 hrs monthlyNumber of Hours during trading: 0 Duties: Manager-with my 3 other siblings.I*: 1801279Entity Type: Entity CharitableName of OBA: Hill Country Film Society IncAddress: Austin, TXInvestment Related: NoPosition, Title, Association: DirectorEmployee Start Date: 01/01/2012Number of Hours: 0Number of Hours during trading: 0Duties: I do not have any responsibilities since I am not on board, but still have to report I*, 2070276Entity Type, Entity For ProfitName of OBA: Hummingbird 20 Holdings LLC Address: Houston, TX Investment Related: No Position, Title, Association: General Partner/Managing Member, OwnerEmployee Start Date: 12/15/2024No Hours: 3hrs per month No Hours during trading: 0 Duties: I will be a 25% owner of this entity with my other 3 siblings. It will hold the cash and marketable securities that will be settled from my mother's estate. It will be a member run LLC I*, 2069301 Entity Type: Entity For Profit Name of OBA: Hummingbird Holdings Real, LLC Address: Miramar Beach, FL, 32579 Investment Related: No Position, Title, Association: Owner Employee Start Date: 11/15/2024 No Hours: 1 hour per month No Hours during trading: 0 Duties: To hold my mom's house in Florida that was here primary residence. It is not a rental property. It is just being held in an LLC for limited liability.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-23
• S63 Uniform Securities Agent State Law Examination
  2000-09-29

Other Names

• Brett Steven Schoonover