Andrea D Abeger

Current Employers

Employment History

• 08/1992 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Encino, CA
• 09/2009 → Present
  Bank Of America, N.A.
  Encino, CA

Other Businesses

I*98377For profit or not for profit: For-Profit OrganizationName of outside business organization: H & I de Castro Interests, LPAddress of business: Encino, California 91436Position, title, association: General PartnerStart date of relationship: 3/27/1998Number of hours devoted: 0 Number of hours devoted during trading hours: 0Duties: family limited partnership, authorized to trade, check writing, 1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION2.NAME OF OUTSIDE BUSINESS ORGANIZATION: H & I DE CASTRO FAMILY TRUST3.INVESTMENT RELATED: Y4.ADDRESS OF BUSINESS: 3935 VALLEY MEADOW RD, ENCINO, CALIFORNIA 914365.NATURE OF BUSINESS: TRUST,7.POSITION, TITLE, ASSOCIATION: FIDUCIARY, 8.START DATE OF RELATIONSHIP: 8/5/20139.NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 011.DUTIES: POA I*41639FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: ABEGERINVESTMENT RELATED: NOADDRESS OF BUSINESS: TARZANA, CALIFORNIA 91356NATURE OF BUSINESS: OTHER,HOME OWNERPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 4/1/2011NUMBER OF HOURS DEVOTED: 0 NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: OCCASSIONAL RENTAL OF MY HOME FOR COMMERCIAL FILMING I*91218FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: 16659 G PLACE LTD LP INVESTMENT RELATED: YADDRESS OF BUSINESS: ENCINO, CALIFORNIA 91436POSITION, TITLE, ASSOCIATION: LIMITED PARTNER,START DATE OF RELATIONSHIP: 3/7/2016NUMBER OF HOURS DEVOTED: 20 HOURS ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: BOOKING OF RENTAL PROPERTY I* 1644296 For profit or not for profit: Name: LLC Investment related: no Address of business: Studio City, CA Position, title, association: General Partner/Managing Member Start date of relationship: 12/22/2023Number of hours devoted: 5 yearly Number of hours devoted during trading hours: 0 Duties: Real Estate multi-Family property I*2036324, Entity Type: Fiduciary role Name of OBA: SR exempt trust U/A DTD 07/03/2024 Address: Tarzana, CA 91356 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 08-Oct-2024 No Hours: 8 Yearly No Hours during trading: 0 Duties: Trustee/ Parent I*3126285Entity Type: Fiduciary role Name of OBA: Exempt Trust for M. dC C. U/A dtd 07/03/24Address: Tarzana, CA 91356Investment Related: No Position, Title, Association: Trustee Employee Start Date: 07/03/2024Number of Hours: 5, Yearly Number of Hours during trading: 0 Duties: Trustee/Siblings I*3124284Entity Type: Fiduciary role Name of OBA: Exempt Trust FBO S. R. U/A dtd 07/03/24Address: Tarzana, CA 91356 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 07/03/2024Number of Hours: 5, Yearly Number of Hours during trading: 0Duties: Trustee/Siblings I*3131284Entity Type: Fiduciary rope Name of OBA: H de C Residence Trust Address: Encino, CA 91436 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 11/05/2025Number of Hours: 2, Yearly Number of Hours during trading: 0 Duties: Successor Trustee for Siblings I*4033268, Entity Type: Fi Name of OBA: A d C Exempt Trust, Address: Tarzana, CA 91356, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 03/13/2026, No Hours: 5 Yearly, No Hours during Trading: 0 Duties: I*4125267Entity Type: For ProfitName of OBA: Gracie Financial Address: Tarzana, CA 91356Investment Related: NoPosition, Title, Association: Other Employee Start Date: 03/23/2026 Number of Hours: 5, YearlyNumber of Hours during trading: 0Duties: Husband's consult business very little- maybe giving docs to CPA and Lawyers possibly deposit or issue a check if husband not available- all after hours. weekends and evenings only - no compensation from the business for these activities. Strictly voluntary.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-27
• S63 Uniform Securities Agent State Law Examination
  1994-07-26

Other Names

• Andrea Decastro