James R Llovera

Current Employers

Employment History

• 01/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 07/2011 → Present
  Bank Of America, N.A.
  San Diego, CA

Other Businesses

I*4946267 Entity Type: Fiduciary Role Name of OBA: J. R. L. TTEE U/A DTD 04/07/1994 BY D. L. W. Address: San Diego, California, 92130 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 11/21/2013 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: Child/Grandchild I*65161 ENTITY TYPE: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY INVESTMENT RELATED: YES ADDRESS OF BUSINESS: EL SEGUNDO, CALIFORNIA 90245 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 7/1/2009 NUMBER OF HOURS DEVOTED: 1 HR MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS A CONDO THAT I BOUGHT IN 2004. I LIVED IN THE UNIT FOR SEVERAL YEARS, BUT NOW RENT IT OUT. I*3006 Entity Type: Rental property: Name of outside business organization: Rental Property Investment related: No Address of business: Solana Beach, California 92075 Position, title, association: Co-owner with other family members Start date of relationship: 9/15/2014 Number of hours devoted: 2 hrs Number of hours devoted during trading hours: 0 Duties: Co owner/rental property I*485001 Entity Type: Fiduciary role Name of OBA: D. L W. Living Trust Address: San Diego, California, 92130 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 11/21/2013 Number of Hours: 3, Monthly Number of Hours during trading: 0 Duties: Trustee/Child/Grandchild I*3992265 Entity Type: Fiduciary role Name of OBA: G.T. L. Third Party Supplemental Needs Trust Address: San Diego, California, 92130 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/07/2021 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Trustee I*3991275 Entity Type: Fiduciary role Name of OBA: M. C. d.C. Address: San Diego, California, 92130 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/07/2021 Number of Hours: 1, Yearly Number of Hours during trading: 0 Duties: Power of Attorney I*3991277 Entity Type: Fiduciary role Name of OBA: D. W. Address: San Diego, California, 92130 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/13/2013 Number of Hours: 5, Yearly Number of Hours during trading: 0 Duties: Power of Attorney I*3991278 Entity Type: Fiduciary role Name of OBA: L.-C. Family Trust Address: San Diego, California, 92130 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 12/07/2021 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Trustee

Exams

• S66 Uniform Combined State Law Examination
  2011-05-06

Other Names

• James Robert Llovera