Richard Lee Morrison

Current Employers

Employment History

• 01/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alexandria, VA
• 06/2011 → Present
  Bank Of America,N.A.
  Reston, VA

Previous Registrations

• 2008-05-16 → 2008-06-05
  Citigroup Global Markets Inc.
  Mclean, VA

Other Businesses

I*136310 For profit or not for profit: For-Profit Organization Name of outside business organization: Boaturu, Inc Investment related: No Address of business: Herndon, Virginia 20170 Position, title, association: Family Held Start date of relationship: 2/1/2021 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0 Duties: Family investment - My son and a partner have formed new corporation - projected to commence this spring/summer 2021. Funding/investment and BOD position with my son startup business. KENTS FOUNDATION FOR CHILD LIFE HERNDON, VA 20170 INVESTMENT RLT'D - NO HRS DEVOTED TO ACTIVITY - 12 HRS DURING TRADING - 5 DATE ACTIVITY BEGAN 02/02/09 POSITION - OFFICER CHARITABLE ORGANIZATION TO SUPPORT CHILDREN'S HOSPITAL. I*79830 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RAKER 5B1, LLC INVESTMENT RELATED: Yes ADDRESS OF BUSINESS:HERNDON, VIRGINIA 20170 NATURE OF BUSINESS: LLC POSITION, TITLE, ASSOCIATION: FAMILY HELD START DATE OF RELATIONSHIP: 3/26/2015 NUMBER OF HOURS DEVOTED: 20 HOURS ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BEACH HOUSE OWNED IN LLC - PERSONAL INVESTMENT AND OWNERSHIP I*40254 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CHILDREN'S HOSPITAL SURGICAL ADVISORY BOARD INVESTMENT RELATED: NO ADDRESS OF BUSINESS: MICHIGAN AVE, WASHINGTON, DISTRICT OF COLUMBIA 20036 NATURE OF BUSINESS: CHARITABLE ORGANIZATION POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER START DATE OF RELATIONSHIP: 3/1/2010 NUMBER OF HOURS DEVOTED: 3 HOURS QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ADVISORY BOARD FOR THE PURPOSE OF PARENT ADVOCATE INSIGHT AND CREAT ADDITIONAL EXPOSURE FOR THE HOSPITAL IN THE COMMUNITY I*1537331 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: No Address of business: Emerald Isle, North Carolina, 28594 Position, title, association: Sole owner Start date of relationship: 12/9/2021 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-13
• S63 Uniform Securities Agent State Law Examination
  1994-03-22

Other Names

• Richard L Morrison
• Rich Morrison