Peter Huffman

Current Employers

Employment History

• 10/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  La Jolla, CA
• 09/2009 → Present
  Bank Of America, N.A.
  La Jolla, CA

Other Businesses

I*2942289, Entity Type: Entity Charitable, Name of OBA: San Diego Police Officers Association, Address: San Diego, California, 92111, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 10/15/2025, No Hours: 36 Yearly, No Hours during Trading: 6 Yearly, Duties: Advisory Board of Trustees, The San Diego Police Officers Association (SDPOA) was incorporated in 1953 to assist San Diego police officers in issues related to wages, hours, and working conditions. The SDPOA aids its members and their families in sickness, distress, and death, and strives to improve social relations and welfare among the members. I*508853 Entity Type: Entity Charitable Name of OBA: The Children's School Address: California, 92037 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/06/2021 Number of Hours: 60, Yearly Number of Hours during trading: 0, Yearly Duties: The only independent progressive non-profit school in San Diego from Toddler--8th Grade Board Member and participating member of 3 Committees: Development, Finance, and Social. I have told them I cannot provide direct investment advice, be a signor/decider of any financial accounts, solicit clients for funds, etc. Vice-Chairman is to hold Board Meetings if Chairwoman is unavailable. This has not occurred. Development Committee is supporting the Director of Development for the School alongside other Board Members. Social Committee is helping provide food/beverages and events for all Board Meetings. Finance Committee is supporting the CFO (if they discuss specific investments/recommendations, I have explained I have to recuse myself). The organization has an investment account with ML via a different team in our local office. It has been made abundantly clear I cannot make investment recommendations, etc.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-27

Other Names

• Peter M Huffman