John S Lacy

Current Employers

Employment History

• 04/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  W Palm Beach, FL
• 12/2009 → Present
  Bank Of America,Na
  West Palm Beach, FL

Other Businesses

I*30790FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: PALM HEALTHCARE FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS:WEST PALM BEACH, FLORIDA 33401NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/1/2005NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 6DUTIES: FINANCE AND INVESTMENT COMMITTEE MEMBER(PAST CHAIRMAN OF THE BOARD)I*819327For profit or not for profit: Name of outside business organization: Fish & Wildlife Foundation of FloridaInvestment related: NAddress of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , 1. Lacy Group #4526: We currently manage the endowment for this non-profit (since the early 2000's). I*2013288, Entity Type, Name of OBA: Palm Beach Atlantic University, Address: West Palm Beach, FL, 33401, Investment Related: No, Position, Title, Association: Board Mbr, Employee Start Date: 11/01/2024, No Hours: 6hrs/Ann, No Hours during trading: 2, Duties: Expectations of Titus Center Board MembersWe expect Board Members toAttend at least one of two meetings annually. Meetings occur in March/April and November and will be announced well in advance. Each member company can list two team members on the Advisory Board. Contribute a financial gift of at least $ over a two-year period. We ask our members to contribute a minimum of $ annually. We also ask members to consider sponsoring events produced by the Center. Your annual contribution includes listing two members of your team on our board. Offer ideas, tools and resources to help the Titus Center fulfill its operational mission and its aspiration to become the first choice for franchise education internationally. Help the Titus Center staff evaluate its programs and provide expertise that will help the staff develop new programs to satisfy the expectations and needs of the franchise community. Advocate for the Center among colleagues and business and franchise communities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-04
• S63 Uniform Securities Agent State Law Examination
  1993-06-24