Weston Paul Cramer

Current Employers

Employment History

• 07/2013 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2013 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) FAREWAY CONTROL TRUST -PRIVATELY HELD FAMILY OWNED GROCERY RETAIL STORES COMPANY (FAREWAY STORES INC.) LOCATED IN BOONE, IOWA. TRUSTEE -2002 TO PRESENT. MEET ON ANNUAL BASIS TO APPROVE COMPANY OFFICERS ACTIONS AND SLATE BOARD OF DIRECTORS AND THEIR ACTIONS. 1 HOURS PER MONTH. NON-INVESTMENT RELATED. NOT INVOLVED IN DAY TO DAY BUSINESS OPERATIONS OF THE COMPANY.(2) PAUL S. BECKWITH TRUST UNDER WILL. TRUSTEE- 2002 TO PRESENT. FAMILY OWNED FARMS TRUST IN BOONE, IOWA. OVERSEE FARM MANAGEMENT OPERATIONS ON AN ANNUAL BASIS.. NON-INVESTMENT RELATED. 1HOUR PER MONTH. NOT INVOLVED IN DAY TO DAY BUSINESS OPERATIONS. (3) MARYELLEN LINE AND PAUL S. BECK WITH FARMS TRUST. TRUSTEE -2002 TO PRESENT. FAMILY OWNED FARM TRUST IN BOONE, IOWA. OVERSEE FARM MANAGEMENT OPERATIONS ON AN ANNUAL BASIS. 1 HOUR PER MONTH. NON-INVESTMENT RELATED. NOT INVOLVED IN DAY TO DAY BUSINESS OPERATIONS. (4). FAREWAY STORES, INC. PRIVATELY HELD FAMILY OWNED GROCERY RETAIL STORES COMPANY, LOCATED IN BOONE, IOWA - PERMITTED GUEST MEMBER OF BOARD OF DIRECTORS - 2/15/2016 TO PRESENT. MEET ON A QUARTERLY BASIS TO REVIEW COMPANY FINANCIALS AND OPERATIONS. 24 HOURS PER YEAR (2 HOURS PER MONTH). NON-INVESTMENT RELATED. NOT INVOLVED IN DAY TO DAY BUSINESS OPERATIONS OF THE COMPANY.(5) Trustee for William Paul Cramer Trust...Qualified Subchapter S Trust, Located in Boone, Iowa, 2019 to present. FP will act as trustee only and will not be an agent of record. Since there was a sole beneficiary, distributions would flow from the company (trust) directly to the beneficiary checking account. Trust tax filing would be paid directly by the sole beneficiary, and I will maintain my status as a trustee. There will be no account opened with Equitable or LPL. Non investment related. 1 hour per month.(6). CANINE COMPANIONS, VOLUNTEER PUPPY RAISER, TRAIN A CANINE COMPANION FUTURE SERVICE DOG. PART OF THE PUPPY TRAINING IS COMPLETED BY ONLINE AND IN-PERSON CLASSES ON A WEEKLY BASIS. 5/16/2018, 20HRS/MO NON-INVESTMENT RELATED. (7). WILLIAM PAUL CRAMER SUBTRUST OF THE WAYNE P CARMER TRUST - BOON, IA, PRIMARY TRUSTEE (ONE OF THREE TRUSTEES) DISBURSMENT OF FUNDS TO BENEFICIARIES ON A QUARTERLY BASIS, 11/22/2022, 4HRS/MO.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-19

Other Names

• Weston Cramer