Richard Alan Stonger

Current Employers

Employment History

• 09/1993 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Colorado Springs, CO
• 08/2009 → Present
  Bank Of America, N.A.
  Colorado Springs, CO

Other Businesses

I*350678For profit or not for profit: Entity For ProfitName of outside business organization: Passage Point CondominiumInvestment related: NoAddress of business: Copper Mountain/frisco, Colorado, 80443,Position, title, association: OwnerStart date of relationship: 1/1/2006Number of hours devoted: 1 hour MonthlyNumber of hours devoted during trading hours: 0Duties: Rental of second home at ski resortI*499506Entity Type: Rental PropertyName of outside business organization: La Quinta Rental propertyInvestment related: NAddress of business: La Quinta,California, 92253Position, title, association: Co-owner with other family members, Start date of relationship: 5/12/2017Number of hours devoted: 1 hour MonthlyNumber of hours devoted during trading hours: 0Duties: I*4715273 Entity Type: Fiduciary role Name of OBA: J S. Charitable Remainder Trust Address: Colorado Springs, Colorado, 80920 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Co-Trustee/Child/Grandchild I*4717275 Entity Type: Fiduciary role Name of OBA: M. S. Charitable Remainder Trust Address: Colorado Springs, Colorado, 80920 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 07/01/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0 Duties: Co-Trustee/Child/GrandchildI*4773268Entity Type: N/A Name of OBA: M GAddress: Highlands Ranch, Colorado, 80126Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 07/01/2026Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: Child/Grandchild I*4773269Entity Type: N/A Name of OBA: A GAddress: Highlands Ranch, Colorado, 80126Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 06/01/2026Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: In-Laws I*5147268 Entity Type: Entity Charitable Name of OBA: R and L S Charitable Foundation Address: Colorado Springs, Colorado, 80920 Investment Related: Yes Position, Title, Association: Board Member,Director Employee Start Date: 12/31/2026 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: Philanthropic and Charitable Trustee....donor....grant maker

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-29
• S65 Uniform Investment Adviser Law Examination
  1993-11-29

Other Names

• Rick Stonger