Lorna F Meyer

Current Employers

Employment History

• 08/2001 → 02/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 07/2011 → 02/2025
  Bank Of America, N.A.
  San Francisco, CA
• 02/2025 → Present
  Rockefeller Capital Management
  San Francisco, CA

Previous Registrations

• 2001-08-27 → 2025-02-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA
  Santa Rosa, CA
  Healdsburg, CA
  San Francisco, CA

Other Businesses

I*46446 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FOUNDATION OF THE FINE ARTS MUSEMS INVESTMENT RELATED: N ADDRESS OF BUSINESS: SN FRANCISCO, CALIFORNIA 94118 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: TRUSTEE, START DATE OF RELATIONSHIP: 8/31/2015 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PUBLIC MUSEUM...I WAS ELECTED PRESIDENT OF THE FOUNDATION BOARD AND PARTICIPATE IN THE DISCUSSIONS AND DECISION MAKING PROCESS WITH THE MUSEUM'S PROFESSIONAL CONSULTANT I*103371 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SOVEREIGN ORDER KNIGHTS OF ST. JOHN INVESTMENT RELATED: N ADDRESS OF BUSINESS: WINTERS, CALIFORNIA 95694 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 3/15/2017 NUMBER OF HOURS DEVOTED: 25 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: GALA EVENT FOR THE SAN FRANCISCO CHAPTER FOR FUND RAISING FOR THE ORGANIZATION TO MAKE CHARITABLE DONATIONS. I*114872 For profit or not for profit: Non-Profit Organization Name of outside business organization: Museum of Modern Art Investment related: N Address of business: San Francisco, California 94103 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 6/1/2016 Number of hours devoted: 6 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I am not a museum trustee . I am on the acquisitions committee which is a non-governing body. it is my obligation to pay annual dues and attend meetings if possible. the dues are used to purchase art for the museum.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-28
• S63 Uniform Securities Agent State Law Examination
  1984-12-10

Other Names

• Lorna Farnol
• Lorna Farnol Meyer