Andrew Thomas Clyne

Current Employers

Employment History

• 05/2016 → Present
  Bank Of America, N.A.
  South Plainfield, NJ
• 05/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  South Plainfield, NJ

Previous Registrations

• 2016-03-31 → 2016-05-05
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
  Parsippany, NJ
• 2016-03-31 → 2016-05-05
  Summit Financial Resources Inc
  Parsippany, NJ

Other Businesses

I*93518FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PANCHO HOLDINGS LLCINVESTMENT RELATED: NoADDRESS OF BUSINESS: GREENSBORO, NORTH CAROLINA 27408POSITION, TITLE, ASSOCIATION: GENERAL PARTNERSTART DATE OF RELATIONSHIP: 7/1/2014NUMBER OF HOURS DEVOTED: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: THE LLC IS A RESIDENTIAL REAL ESTATE HOLDING COMPANY. I AM A GENERAL PARTNER WITH 50% OWNERSHIP OF THE LLC. THE LLC IS THE OWNER OF THE PROPERTIES. I HAVE NO ACTIVE DUTIES IN MANAGING THE PROPERTIES AS THIS IS THE DUTY OF THE OTHER 50% PARTNER.I* 1820261Entity Type: Rental PropertyName of outside business organization: Rental Property 1Investment related: noAddress of business: Greensboro, NC, 27408Position, title, association: Sole ownerStart date of relationship: 05/20/2024Number of hours devoted: 1 monthlyNumber of hours devoted during trading hours: 0Duties: Sole owner of rental propertyI* 1820263Entity Type: Renal PropertyName of outside business organization: Rental Property 2Investment related: noAddress of business: Greensboro, NC, 27410Position, title, association: Co-owner with other family membersStart date of relationship: 05/03/2024Number of hours devoted: 1 monthlyNumber of hours devoted during trading hours: 0Duties: Co-owner with other family members of rental propertyI*: 1821258Entity Type: School, College or UniversityName of OBA: UNCG Alumni Leadership BoardAddress: Greensboro, NC 27412Investment Related: NoPosition, Title, Association: Board MemberEmployee Start Date: 07/01/2024Number of Hours: 10 hrs annuallyNumber of Hours during trading: 0Duties: Alumni Association to encourage alumni engagement at university. Participate in alumni activities and share ideas to promote alumni engagement. 2930277 Entity Type: Committee Name of OBA: UNCG Spartan Club Executive Committee Address: GreensboroNorth Carolina27402 Investment Related: n Position, Title, Association: Committee Employee Start Date: 07/01/2025 No Hours: 3hr/yr No Hours during trading:0 Duties: Collaborate with other committee members seeking to provide student-athletes with opportunities to achieve academic, athletic, and personal success, while creating meaningful connections for stakeholders of UNCG Athletics. Attend 3 yearly committee meetings. As a committee member I will be responsible for providing ideas and feedback to engage former student athletes and alumni of UNCG in seeking their participation and engagement with UNCG Athletics. I will attend 3 annual committee meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-25
• S63 Uniform Securities Agent State Law Examination
  2013-09-12

Other Names

• Andy Clyne