Lois Sherman Cartwright

Current Employers

Employment History

• 12/1982 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 05/2011 → Present
  Bank Of America, N.A.
  Dallas, TX

Other Businesses

I*119475For profit or not for profit: For-Profit OrganizationName of outside business organization: LSCartwright, LLCInvestment related: NAddress of business:Santa Rosa Beach, Florida 32459Nature of business: LLC,Position, title, association: Limited Partner, Start date of relationship: 12/1/2018Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: LS Cartwright LLC; husband & I are owners. LLC set up strictly for this rental property. I*129240For profit or not for profit: Non-Profit OrganizationName of outside business organization: Catholic FoundationInvestment related: NAddress of business:Dallas, Texas 75251Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 1/9/2020Number of hours devoted: 3 hour(s) QuarterlyNumber of hours devoted during trading hours: 3Duties: work with local charitable organizations through the Catholic Foundation who are requesting grants and explain the mission of the foundation when asked. I*131559For profit or not for profit: Non-Profit OrganizationName of outside business organization: MAIN STREET STATIONInvestment related: NAddress of business:BRECKENRIDGE, Colorado 80424Nature of business: Other,Home Owners AssociationPosition, title, association: Director, Start date of relationship: 1/6/2020Number of hours devoted: 3 hour(s) QuarterlyNumber of hours devoted during trading hours: 3Duties: This is an HOA and operates as a non-profit association. Serve as a Board of Director.Duties involve primarily maintenance, cleaning, landscaping oversight of the property.No access to HOA fees and no financial duties. I*2498313, Entity Type: Entity Charitable, Name of OBA: MacFarlane Foundation, Address: Ontario, Ontario, ON NOH 2PO, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 07/15/2025, No Hours: 8 Yearly, No Hours during Trading: 0 Yearly, Duties: Educational support to rising high school seniors. Review grant applications for scholarships. I*3427266, Entity Type, Name of OBA: E O c III Trust Address: DallasTexas75229 Investment Related: No Position, Title, Association: Power of AttorneyEmployee Start Date: 01/02/2026No Hours: 1 yearly No Hours during trading: 0 Duties

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-06
• S63 Uniform Securities Agent State Law Examination
  1982-04-06

Other Names

• Lois Sherman Moran