Kathryn O'DEll Bailey

Current Employers

Employment History

• 05/2006 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chattanooga, TN
• 12/2009 → Present
  Bank Of America, N.A.
  Chattanooga, TN

Previous Registrations

• 2005-03-31 → 2006-05-26
  Morgan Stanley Dw Inc.
  Chattanooga, TN
  Chattanooga, TN

Other Businesses

I*73902FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CAPITAL MARK FBO LOGAN LING INSURANCE TRUSTINVESTMENT RELATED: YADDRESS OF BUSINESS:CHATTANOOGA TN 37402NATURE OF BUSINESS: CORPORATIONPOSITION, TITLE, ASSOCIATION: START DATE OF RELATIONSHIP: 7/1/2014NUMBER OF HOURS DEVOTED: 3 MONTHLY HOUR(S)NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 3DUTIES: I AM UPDATING A PRIOR ACTIVITY - I AM CO-TRUSTEE WITH MY SISTER AND THE BANK OF MY NIECE - LOGAN LING'S INSURANCE TRUST. I*80741FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CAPITALMARK BANK AND TRUSTINVESTMENT RELATED: YADDRESS OF BUSINESS:CHATTANOOGA, TENNESSEE 37402NATURE OF BUSINESS: TRUST,POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 4/20/2015NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: THIS IS THE TRUST ACCOUNT THAT WAS CREATED WHEN WE CLOSED MY MOTHER ESTATE. MY SISTER AND MYSELF ARE THE PRIMARY BENEFICIARIES I*119894For profit or not for profit: For-Profit OrganizationName of outside business organization: Shamrock Farms of LookoutInvestment related: NAddress of business: Lookoout Mountain, Tennessee 37350Nature of business: LLC,Position, title, association: Family Held, Start date of relationship: 1/1/2019Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: llc formed for rental real estate and husbands catering free lance work. I*423946For profit or not for profit: Entity For ProfitName of outside business organization: 4 sisters, LLCInvestment related: NAddress of business: Nashville, Tennessee, 37215Nature of business: ["Limited Liability Company"]Position, title, association: ["Other"], Start date of relationship: 4/2/2021Number of hours devoted: 1 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Family Held, agent of record for family LLCI*1120260For profit or not for profit: Name of outside business organization:bailey co-TTEE InsuranceInvestment related: NAddress of business: Atlanta, Georgia, 30305Nature of business: ["Private Foundation"]Position, title, association: ["Other"], Start date of relationship: 1/1/2023Number of hours devoted: 3 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: individual co- trustee, the entity is a trust. MY responsibilities include making sure distributions are approved, she has an apartment, insurance, mental health counseling and insurance, groceries, Utilites, etc.I*1701332Entity Type: N/AName of OBA: Rental Property 1Address:Chattanooga, TN, 37416Investment Related:NoPosition, Title, Association:Sole ownerEmployee Start Date:02/01/2024No Hours: 5 MonthlyNo Hours during trading:0Duties:N/A I*1701333Entity Type: N/AName of OBA: Rental Property 2Address:Chattanooga, TN, 37416Investment Related:NoPosition, Title, Association:Sole ownerEmployee Start Date:02/01/2024No Hours: 5 MonthlyNo Hours during trading:0Duties:N/A I*2196275, Entity Type: , Name of OBA: Rental Property 3, Address: Chattanooga, Tennessee, 37415, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 03/01/2025, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2005-03-29

Other Names

• Kathryn Allison O'DEll
• Katie Bailey