Mary Grace Lostetter

Current Employers

Employment History

• 10/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 07/2000 → 10/2018
  Project Manager
  Charlotte, NC
• 12/2018 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*118628For profit or not for profit: For-Profit OrganizationName of outside business organization: Prima HoldingsInvestment related: NoAddress of business: Charlotte, North Carolina 28278Position, title, association: OwnerStart date of relationship: 1/1/2011Number of hours devoted: 1 hour AnnuallyNumber of hours devoted during trading hours: 0Duties: Resale certificateI* 465217For profit or not for profit: Entity For ProfitName of outside business organization: LLL Brand LLCInvestment related: NoAddress of business: Charlotte, NC, 28278Nature of business: Limited Liability CompanyPosition, title, association: Owner, Committee memberStart date of relationship: 01/16/2015Number of hours devoted: 20 hrs yearlyNumber of hours devoted during trading hours: 0Duties: children's bookI*: 2813317Entity Type: Fiduciary roleName of OBA: M. K S. TTEE U/A DTD 06/09/2023Address: FORT MILL, SC 29715Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 09/03/2025Number of Hours: 12 hrs annuallyNumber of Hours during trading: 0Duties: Power of Attorney for Parents I*3252288 Entity Type: N/A Name of OBA: MLPF& S CUST FPO M S Address: Charlotte, North Carolina, 28278 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 12/01/2025 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Power of Attorney Parents

Exams

• S66 Uniform Combined State Law Examination
  2019-02-06
• S65 Uniform Investment Adviser Law Examination
  1997-11-19
• S63 Uniform Securities Agent State Law Examination
  1992-07-22

Other Names

• Mary Grace Gina Strauss
• Mary Grace Lostetter