Donovan R. Filpi

Current Employers

Employment History

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 10/2009 → Present
  Bank Of America, N.A.
  Carlsbad, CA

Previous Registrations

• 2006-05-09 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Newport Beach, CA
  San Diego, CA
  Carlsbad, CA
  Carlsbad, CA
  Laguna Niguel, CA
  Dana Point, CA

Other Businesses

I*970309For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Vista, California, 92084, United StatesNature of business: Position, title, association: Sole owner, Start date of relationship: 8/1/2020Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: ,I*1737277Entity Type: CharitableName of OBA: La RedAddress:La Mesa, CAInvestment Related:NoPosition, Title, Association:Board MemberStart Date:03/08/2024No Hours: 30 YearlyNo Hours during trading:0Duties:Uphold Biblical Values: Embody and promote the Christian principles and values embedded in La Red's Mission Statement and Statement of Faith Ensure all foundation activities align with biblical teachings and ethical standards.Strategic Planning: Collaborate in the development and review of the organization's strategic plans in alignment with its Christian mission. Provide insights and perspectives on long-term goals and initiatives.Spiritual Leadership: Participate in prayerful discernment processes for major decisions. Support and encourage spiritual growth and development within the La Red team.Governance and Oversight: Attend two board meetings annually and actively participate in discussions and decision-making. Exercise fiduciary responsibility by overseeing financial matters and ensuring ethical governance.Fundraising and Advocacy: Assist in fundraising efforts, cultivating relationships with donors, and promoting financial stewardship in accordance with Christian principles. I*5525268 Entity Type: N/A Name of OBA: The F Family 1998 Revocable Living Trust DTD 10/7/1998 Address: Nampa, Idaho, 83687 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 08/20/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Child/Grandchild

Exams

• S66 Uniform Combined State Law Examination
  2005-10-17

Other Names

• Donovan Ronald Filpi