Andrew D Allen

Current Employers

Employment History

• 07/2011 → Present
  Bank Of America, N.A.
  Florham Park, NJ
• 12/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ

Other Businesses

I*75817NON-PROFIT ORGANIZATION: TRUSTINVESTMENT RELATED: NADDRESS: NEW YOURK, NEW YORK 10016NATURE OF BUSINESS: CHARITABLE ORGANIZATIONPOSITION: CHARITABLE ACTIVITYSTART DATE OF RELATIONSHIP: 1/1/1990NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1DUTIES: PRIVATE CHARITABLE FOUNDATION, FAMILY CONTRIBUTES TO CHARITIES I*54222NON-PROFIT: FAMILY FOUNDATIONINVESTMENT RELATED: NADDRESS: NEW YORK, NEW YORK 10016NATURE OF BUSINESS: CHARITABLE ORGANIZATIONPOSITION: CHARITABLE ACTIVITYSTART DATE OF RELATIONSHIP: 1/1/1990NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: FAMILY CONTRIBUTES TO CHARITIES. PRIVATE CHARITABLE ORGANIZATION. I*45028For profit or not for profit: Non-Profit OrganizationName of outside business organization: Dillon Trust CompanyAddress of business:New York, New York 10016Nature of business: Family Business,Position, title, association: Family Held, Start date of relationship: 9/20/2005Number of hours devoted: 10 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Andrew is one of nine Managers who comprise the Dillon Trust Company Board of Managers. The Board of Managers is responsible for the supervision and management of Dillon Trust Co. Andrew is also a member of the Investment Committee. I*118874For profit or not for profit: For-Profit OrganizationName of outside business organization: Dunwalke Preserve LLCInvestment related: NAddress of business:Far Hills, New Jersey 7931Nature of business: LLC,Position, title, association: Owner, Start date of relationship: 11/1/2018Number of hours devoted: 25 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: land preservation; agrotourism. Farmland, raise cattle, sheep, growing crops etc. Utilizing land to offer hunting events for family and friends. I own the land and am the sole owner of the LLC. Each participant will sign a release - waiver of liabili I*126298For profit or not for profit: For-Profit OrganizationName of outside business organization: Dunwlake silo LLCInvestment related: NAddress of business: Far Hills, New Jersey 7931Nature of business: LLC,Position, title, association: General Partner, Start date of relationship: 9/11/2013Number of hours devoted: 10 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Agriculture, Raising Cattle, Chicken and Eggs I*: 1733337Entity Type: Entity For ProfitName of OBA: Dunwalke Back Roads Bourbon LLCAddress: Far Hills, NJInvestment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 03/02/2024Number of Hours: 8 hrs weeklyNumber of Hours during trading: 0Duties: The company will be contract manufacturer's of Kentucky bourbon. Andrew Allen and his wife, Alexandra Allen will be the sole owners and Managing Members. I*2959265, Entity Type: , Name of OBA: The Preserve at Dunwalke Farm Inc., Address: Far Hills, New Jersey, 07931, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 05/30/2023, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: As Manager, I oversee the Preserve¿s day-to-day operations and compliance with wildlife and environmental regulations. My responsibilities include coordinating seasonal activities and events, managing staff and contractors and ensuring the safety and ethical conduct of all field activities. I also work with local chefs, designers, and conservation partners to organize occasional community or charitable events that align with the Preserve¿s mission of land preservation and responsible sporting traditions.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-09
• S63 Uniform Securities Agent State Law Examination
  1995-02-24

Other Names

• Andrew Drexel Allen