Jim E Cantalupo

Current Employers

Employment History

• 12/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 05/2011 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*135273For profit or not for profit: For-Profit OrganizationName of outside business organization: KNIGHT FUNDING LLCInvestment related: NAddress of business:Charlotte, South Carolina 28226Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 2/1/2021Number of hours devoted: 0 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: I have none. This is a private investment in a LLC. Up to 500M investment. I will own shares of the LLC listed above. I*67885For profit or not for profit: Non-Profit OrganizationName of outside business organization: Charlotte Soccer AcademyInvestment related: NAddress of business:Pineville, North Carolina 28134Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 6/1/2009 No of hours devoted: 10 Monthly No of hours devoted during trading hours: 2Duties: Non-Profit Youth Soccer organziation I*6406For profit or not for profit: Name of outside business organization: Rental PropertyAddress of business:Hilton Head, South Carolina 29926Nature of business: ,Position, title, association: , Start date of relationship: 7/3/2010 No of hours devoted: 4 No of hours devoted during trading hours: 0Duties: I*123169For profit or not for profit: Non-Profit OrganizationName of outside business organization: Schooner Court Horizontal Property Regime XXXInvestment related: NAddress of business:Hilton Head, South Carolina 29938Nature of business: Other,HOA BoardCompensation for Activity: NPosition, title, association: Advisory Board Member, Start date of relationship: 5/18/2019Number of hours devoted: 2 QuarterlyNumber of hours devoted during trading hours: 0Duties: Non voting member on a homeowner's association board I*138167For profit or not for profit: Non-Profit OrganizationName of outside business organization: Schooner Court Horizontal Property Regime XXXInvestment related: NAddress of business:Hilton Head, South Carolina 29938Nature of business: Other,HOA BoardCompensation for Activity: NPosition, title, association: Advisory Board Member, Start date of relationship: 5/27/2021 No of hours devoted: 2 Monthly No of hours devoted during trading hours: 0Duties: THis is a neighborhood HOA. I would be an at large voting member. No invovlement with any money or day to day operations. HOA has a professional property manager. I*1604272For profit or not for profit: For-Profit OrganizationName of outside business organization: Singing Wolf Investments LLCInvestment related: YesAddress of business: Charlotte, North CarolinaNature of business: LLCPosition, title, association: General Partner/Managing MemberStart date of relationship: 12/15/2023Number of hours devoted: 0 MonthlyNumber of hours devoted during trading hours: 0Duties: Generation skipping transfer instrument to use for my parents assets, I will be the manager of the entity and my kids will each own 50 percent for a total of 100% of the LLC I*2119272, Entity Type: For Profit, Name of OBA: Eastland Sports Campus, LLC Address: Pineville, North Carolina, 28134 Investment Related: N Position, Title, Association: General Partner/Managing Member Employee Start Date: 11/04/2024 No Hours: 2 W No Hours during trading:2 Duties:In my role as President of CSA I will be Co Managing member of this LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-10
• S63 Uniform Securities Agent State Law Examination
  1995-02-13

Other Names

• Jim Eugene Cantalupo
• James Cantalupo
• James Eugene Cantalupo
• Jim Eugene Cantalupo