Audrey Gross Tuckerman

Current Employers

Employment History

• 06/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 01/2010 → Present
  Bank Of America, N.A.
  Columbus, OH

Previous Registrations

• 1999-08-16 → 2005-06-17
  Ubs Financial Services Inc.
  Columbus, OH

Other Businesses

I*90160 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: G. FAMILY INVESTMENTS INVESTMENT RELATED: YES ADDRESS OF BUSINESS: DAVIE, FLORIDA 33328 NATURE OF BUSINESS: LLC POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 11/24/2004 NUMBER OF HOURS DEVOTED: 2 HRS MTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: THIS LLC WAS CREATED TO HOLD A PRIVATE INVESTMENT AT UBS THAT MY FATHER WAS THE GENERAL PARTNER AND MY 2 BROTHERS AND I ARE BENEFICIAL OWNERS. I*112096 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE CENTER FOR FAMILY SAFETY AND HEALING INVESTMENT RELATED: NO ADDRESS OF BUSINESS: COLUMBUS, OHIO 43205 NATURE OF BUSINESS: CHARITABLE ORGANIZATION POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER START DATE OF RELATIONSHIP: 2/12/2018 NUMBER OF HOURS DEVOTED: 2 HRS QTRLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: THE CENTER WAS ESTABLISHED TO FOCUS ON CHILDREN OF DOMESTIC ABUSE. MY SOLE RESPONSIBILITY TO SERVE AS AN AMBASSADOR AND HELP WITH TELLING THE STORY AND OCCASIONALLY FUNDRAISING FOR THEIR ANNUAL EVENT. I*393511 For profit or not for profit: Name of outside business organization: Jewish Columbus Investment related: No Address of business: Columbus, Ohio, 43209 Nature of business: Position, title, association: Board of Trustees Start date of relationship: 10/2022 Number of hours devoted: 2 hours mthly Number of hours devoted during trading hours: 0 Duties: : on the Board of Trustees I*: 393512 Entity Type: Charitable Organization Name of OBA: Rocky Fork Hunt Club Address: Gahanna, OH Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/01/2024 Number of Hours: 2 hrs mthly Number of Hours during trading:1 hr mthly Duties: Board Member I*2052260, Entity Type Fiduciary, Name of OBA: J D G DCSD TTEE U/A DTD 12/12/2018 BY D G Address: Aventura, Florida, 33160 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 18-Oct-2024 No Hours: 1 weekly No Hours during trading: 1 weekly Duties: I*2052259, Entity Type Fiduciary, Name of OBA: A G T TTEE U/A DTD 05/18/1995 BY J D G Address: Columbus, Ohio, 43209 Investment Related: Yes Position, Title, Association: Co-Trustee, Trustee Employee Start Date: 18-Oct-2024 No Hours: 1 monthly No Hours during trading: 1 monthly Duties: I*: 2095264 Entity Type: Entity For Profit Name of OBA: Reef 144 Address: Davie, FL 33328 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/09/2024 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Holding company for personal residence I*: 2197268 Entity Type: Charitable Name of OBA: Jewish Columbus Address: Columbus, OH 43209 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 02/19/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Philanthropic planning for donors I*: 2256266 Entity Type: Charitable Name of OBA: JFNA Nominating Committee Address: New York, NY 10004 Investment Related: No Position, Title, Association: Committee Employee Start Date: 3/27/2025 Number of Hours: 5 hrs annually Number of Hours during trading: 5 hrs annually Duties: Represent Columbus community and help select national Board members

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-03-12
• S63 Uniform Securities Agent State Law Examination
  1993-02-16

Other Names

• Audrey Gail Gross
• Audrey G Gross
• Audrey Gail Tuckerman