Timothy Joseph Long

Current Employers

Employment History

• 02/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 12/2009 → Present
  Bank Of America,Na
  Grand Rapids, MI

Other Businesses

I*123642For profit or not for profit: Non-Profit Organization Name: Hope College Investment related: N Address: Holland, Michigan 49422 Nature of business: Charitable Position: Committee Member Start date: 7/1/2019 Hours devoted: 40 hrs Annually Hours devoted during trading hours: 20 Duties: Hope College Board of Trustee. Will assist in the short and long term vision and success of Hope College. May include oversight of budgets, staff, facilities, and student engagements. I*127749 For profit or not for profit: Non-Profit Organization Name: Hope College Investment related: Y Address: Holland, Michigan 49422 Position: Committee Member Start date: 9/2/2019 Hours devoted: 40 hrs Annually Hours devoted during trading hours: 20 Duties: Business and Finance Committee: Oversee budgets, revenue and expenses. Investment and Sub Committee: Oversee third party investment manager, asset allocation, returns and reporting to the full board. Mentor to Hope students. I*681237For profit or not for profit: Name: Rental Property 1 Investment related: N Address: Bonita Springs, Florida 34134 Position: Sole owner Start date: 1/1/2022 Hours devoted: 2 hrs Yearly Hours devoted during trading hours: 0 Duties: , I*681238For profit or not for profit: Name: Rental Property 2 Investment related: N Address: Grand Rapids, Michigan 49504 Position: Sole owner Start date: 1/1/2022 Hours devoted: 2 hrs Yearly hrs devoted during trading hours: 0 Duties: I*2051289, Entity Type: Charitable Name: Camp Geneva Address: Holland, MI, 49424 Investment Related: No Position: Board Member Start Date: 01/02/2025 Hours: 20hrs/Ann, Hours during trading: 0 Duties: The mission of GENEVA Camp and Retreat Center is to create an environment where the presence of God is experienced, the love of Christ is demonstrated, and a Spirit-filled life is inspired. I*: 2139261Entity Type: Charitable Name of OBA: Grand Rapids Community Foundation Address: Grand Rapids MI 49503Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/2025Number of Hours: 8 hrs mthly Number of Hours during trading: 5 hrs mthly Duties: board role I*2902269 Entity Type: Fiduciary role Name of OBA: S.M. Trust Address: Carmel Indiana Investment Related: No Position, Title, Association: Successor Trustee Start Date:11/01/2025 No Hours: 0 No Hours during trading:0 Duties: Successor Trustee/Cousin I*4510270 Entity Type: Fiduciary role Name of OBA: MRS G. L. TTEE U/A DTD 08/22/1990 BY MRS G. L. Address: West Olive, Michigan, 49460 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/29/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0 Duties: Power of Attorney/Parents

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-19
• S63 Uniform Securities Agent State Law Examination
  1994-04-06

Other Names

• Timothy J Long