Christopher J Tomaskovic

Current Employers

Employment History

• 11/2014 → 11/2016
  Wells Fargo Advisors, Llc.
  Carmel, NY
• 11/2014 → 01/2017
  Wells Fargo Bank Na
  Carmel, NY
• 11/2016 → 01/2017
  Wells Fargo Clearing Services, Llc
  Carmel, NY
• 01/2017 → 10/2022
  Infinex Investments, Inc
  Meriden, CT
• 01/2017 → 10/2022
  Rhinebeck Bank
  Wappingers Falls, NY
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Poughkeepsie, NY

Previous Registrations

• 2018-01-02 → 2022-10-18
  Osaic Institutions, Inc.
  Poughkeepsie, NY
  Rhinebeck, NY
  Hyde Park, NY

Other Businesses

I*4941272 Entity Type: Name of OBA: Mental Health America of Dutchess County Address: Poughkeepsoie, New York, 12603 Investment Related: No Position, Title, Association: Employee Start Date: 08/01/2026 Number of Hours: 10, Monthly Number of Hours during trading: 0, Monthly Duties: Provide Mental Health services & support to members of the Greater Dutchess County area Participate in an Advisory Comm to help shape and guide yout I*1491281 For profit or not for profit: Name of outside business organization: Dutchess County Ancient Order of Hibernians Investment related: No Address of business: Wappinger Falls, NY 12590 Position, title, association: Committee member Start date of relationship: Number of hours devoted: Number of hours devoted during trading hours: Duties: Fraternal Order to serve the community in various volunteer efforts, including helping to raise money and organize events I*1491282 For profit or not for profit: Name of outside business organization: The Center for the Prevention of Child Abuse Investment related: No Address of business: Arlington, NY 12603 Position, title, association: Volunteer Start date of relationship: Number of hours devoted: Number of hours devoted during trading hours: Duties: , Entity works to provide resources for children and victims of child abuse. Also provides educational services to families and schools. I would be volunteering to assist with fundraising, event planning and general awareness raising for the organization. I*1491284 For profit or not for profit: Name of outside business organization: The Knights of Columbus Investment related: No Address of business: New Haven, CT Position, title, association: Volunteer Start date of relationship: Number of hours devoted: Number of hours devoted during trading hours: Duties: Fraternal Organization providing various community services. As a member, I would be assisting with fundraising efforts, event coordination and volunteering at various community service events I*1566262 For profit or not for profit: Name of outside business organization: Marist Red Fox Club Investment related: No Address of business: Poughkeepsie, NY 12601 Position, title, association: Fundraiser Start date of relationship: Number of hours devoted: Number of hours devoted during trading hours: Duties: Help to organize and execute fundraising activities for the Marist Red Fox Athletics support club I*2014290 Entity Type: Entity Charitable Name of OBA: The Notre Dame Club of the MidHudson Valle Address: Ancramdale, New York Investment Related: No Position, Title, Association: Board Member Start Date:10/01/2024 No Hours: 4 Monthly No Hours during trading:0 Duties: The organization is an Alumni association that allows non-alumni to join with purpose to provide support for a variety of local charities and to promote the values of the University of Notre Dame and its alumni. I*: 2629271 Entity Type: Charitable Name of OBA: Wappingers Central School District Wellness Committee Address: Hopewell Jct, NY 12533 Investment Related: No Position, Title, Association: Committee member Employee Start Date: 09/01/2025 Number of Hours: 12 hrs annually Number of Hours during trading: 0 Duties: 1. Ensure that the Wellness policy and plan demonstrates the importance of wellness, good nutrition and an active lifestyle, which all promote student learning and achievement. 2. Discuss ideas and research that have the potential to make positive changes to improve student and staff nutrition, wellness, and health. 3. Review recommendations for changes to the Wellness Plan brought to the committee by building-level Wellness Committee work. 4. Provide recommendations to the Board of Education in an annual review of the District Wellness Plan in compliance with Federal and New York State regulations

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-21
• S63 Uniform Securities Agent State Law Examination
  2006-04-07

Other Names

• Christopher John Tomaskovic