Liza Ando Watkins

Current Employers

Employment History

• 07/1995 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR

Other Businesses

BUSINESS OR ACTIVITY NAME: RICHMOND COMMUNITY CHURCHFOR PROFIT OR NOT FOR PROFIT: NOT FOR PROFIT INVESTMENT RELATED: NOADDRESS OF BUSINESS: 2411 SE 40TH AVE., PORTLAND, OR 97214-5923NATURE OF BUSINESS: CHURCHYOUR POSITION, TITLE, ASSOCIATION: MEMBER, BOARD OF TRUSTEESSTART DATE OF RELATIONSHIP: 01/01/2011NUMBER OF HOURS DEVOTED PER MONTH: APPROXIMATELY 2 - 3 HOURS PER MONTHNUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: NONEYOUR DUTIES: DISCUSS THE FINANCIAL AND PHYSICAL ASPECTS OF THE CHURCH, I.E. REPAIRS AND/OR IMPROVEMENTS THEN I AM A VOTING MEMBER ON SELECTING WHAT ACTION THE BOARD DECIDES TO MAKE. FYI - WE HAVE A TREASURER ON THE BOARD WHO HANDLES ALL THE FINANCES WITH THE BOARD'S APPROVAL.I*1552337For profit or not for profit: Entity CharitableName of outside business organization: Richmond Community ChurchInvestment related: NAddress of business: Portland, Oregon, 97202, United StatesNature of business: ["Church or Religious Organization"]Position, title, association: ["Other"], Start date of relationship: 1/2/2024Number of hours devoted: 5 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Worship Leader., Lead Sunday morning worship services i.e. playing the piano and singing at the church we attend. I select music and put together and order of service for Sunday morning. I*3104293 Entity Type: N/A Name of OBA:V E W JR Address:PORTLAND Oregon Investment Related:No Position, Title, Association:Power of Attorney Spouse Start Date:10/29/2025 No Hours: 1 Monthly No Hours during trading:0 Monthly Duties:Power of Attorney for Spouse

Exams

• S66 Uniform Combined State Law Examination
  2003-10-30
• S63 Uniform Securities Agent State Law Examination
  1994-06-15

Other Names

• Liza A Watkins