Hampton Howell Long

Current Employers

Employment History

• 04/2016 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaufort, SC
• 04/2016 → 11/2021
  Bank Of America, N.A.
  Beaufort, SC
• 12/2021 → Present
  Charles Schwab & Co., Inc.
  Bluffton, SC

Previous Registrations

• 2016-08-12 → 2021-11-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaufort, SC
  Hilton Head Island, SC
  Hilton Head, SC
  Charlotte, NC

Other Businesses

1) Name of outside business organization: Lowcountry Chamber Music Festival Investment related: N Address of business: Bluffton, SC 29910 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 11/15/2018 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Help organize Chamber Music Festival, and related promotional events every 2 years. 2) Name of outside business organization: Upper Canada Educational Foundation Investment related: N Nature of Business:Education Address of business: Upper Canada College Associatio, 200 Lonsdale Road, Toronto, ON M4V 1W6 Canada Nature of business: Charitable Organization, Position, title, association: Trustee, Start date of relationship: 12/02/2010 Number of hours devoted: 2 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Trustee of Foundation established for US-based graduates to support Canadian boarding school (i.e. Upper Canada College) in Toronto, ON (Canada). Attend meetings (2 x per year), vote on minutes, and accepting donations (Note: no investment advice given, endowment managed by Cambridge Associates). 3) Hopeful Horizons|Investment Related:No|1212 Charles Street;Beaufort;SC;29902;USA|Nonprofit Charitable Organizations|Finance Committee Member|2024-01-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0.1|Assist local Social Services Organization in support of all manners of abuse (child, domestic, sexual, etc.) prevention, and recovery in Beaufort County, SC, as non-voting Member of Finance Committee (i.e. for purposes of staying updated on org's finances only, no strategy decision making, or check signing powers) 4) Beaufort Memorial Hospital Foundation|Investment Related:No|990 Ribaut Rd, 4th Floor;Beaufort;SC;29902;USA|Nonprofit Charitable Organizations|Trustee Emeritus|2024-11-07|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Honorary role in recognition of previous service with Organization (please see previous disclosures). Very occasionally, consulted for advice concerning Organizational events. Name to appear in Organizational pamphlets, power points, etc.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-11

Other Names

• Hampton H Long