Edgar Lee Allison

Current Employers

Employment History

• 11/1989 → Present
  Osaic
  Pensacola, FL
• 03/1999 → Present
  The Pension Center Of Florida, Inc.
  Pensacola, FL

Other Businesses

1. 3V1,LLC, NOT INVESTMENT RELATED, 6108 VILLAGE OAKS DRIVE, PENSACOLA, FL 32504. SINCE 8/1/2017, 1 HR/MTH, 0 HRS/DST. PROVIDES FOR OWNERSHIP AND MAINTENANCE OF CORPORATE AIRCRAFT. HAVE CHECK WRITING PRIVILEDGES /DISCRETIONARY CONTROL /NO COMPENSATION RECD. 2. EDGAR L. ALLISON, INVESTMENT RELATED, 6108 VILLAGE OAKS DR. PENSACOLA, FL 32504. OWNER, SINCE 1/1/1995, 5 HRS/MTH. 5 HRS/DST. REAL ESTATE - PART OF MY OFFICE BUILDING IS LEASED TO OTHER INDIVIDUALS AND COMPANIES. I MANAGE THE PROPERTY. 3. BOARD MEMBER- PENSACOLA STATE COLLEGE, DENTAL HYGIENE PROGRAM ADVISORY BOARD POSITION: BOARD MEMBER NATURE: ADVISORY BOARD FOR A LOCAL STATE COLLEGE DENTAL PROGRAM. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2016 ADDRESS: PENSACOLA STATE COLLEGE, 5555 WEST HIGHWAY 98, PENSACOLA FL 32507 DESCRIPTION: ADVISORY BOARD FOR LOCAL STATE COLLEGE DENTAL PROGRAM. 4. EDGAR L. ALLISON POSITION: Owner - NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/1982 ADDRESS: 6108 Village Oaks Dr, Pensacola FL 32504, United States DESCRIPTION: Insurance sales. 5. FIRST CHARTER FINANCIAL CORPORATION, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/06/1982 ADDRESS: 6108 Village Oaks Dr, Pensacola FL 32504, United States DESCRIPTION: Write checks, pay bills, hire employees 6. FIRST CHARTER FINANCIAL CORPORATION POSITION: None NATURE: Marketing entity INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/12/2000 ADDRESS: 6108 Village Oaks Drive, Pensacola FL 32504, United States DESCRIPTION: This is a marketing entity with the name used to identify our branch. I direct all marketing activities and/or approve any other marketing activities that may be undertaken by any other person associated with our practice. 7. 3V1, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: 6108 Village Oaks Dr., Pensacola FL 32504, United States DESCRIPTION: This corporation is used solely for the ownership of a corporate aircraft. I am a one half owner of the corporation. The other owner is not a client of mine. 8. FIRST BAPTIST CHURCH OF PENSACOLA POSITION: Investment Committee member NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2022 ADDRESS: 500 N Palafox St, Pensacola FL 32501, United States DESCRIPTION: Committee meets to discuss the investment of Church funds. discussion is then passed on to the Corporation Board for the investment decisions. Trades are done by an outside party unrelated to the Church or Rep.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1984-02-24