Jonathan Leo Sade

Current Employers

Employment History

• 12/2005 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 11/2009 → Present
  Bank Of America, N.A.
  Washington, DC

Previous Registrations

• 1993-11-20 → 2006-03-08
  Advest, Inc.
  Washington, DC

Other Businesses

I*63921 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: INVESTMENT SUBCOMMITTEE/ST. ALBANS SCHOOL INVESTMENT RELATED: Y ADDRESS OF BUSINESS: DC, DISTRICT OF COLUMBIA 20016 NATURE OF BUSINESS: OTHER,NOT FOR PROFIT PRIVATE SCHOOL POSITION, TITLE, ASSOCIATION: OTHER, CHAIRMAN START DATE OF RELATIONSHIP: 9/3/2012 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OVERSEE THE INVESTMENTS OF THE SCHOOL'S ENDOWMENT AND RESERVES. (2)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: TANNENBAUM MARITAL TRUST INVESTMENT RELATED: NO ADDRESS OF BUSINESS: WASHINGTON, DISTRICT OF COLUMBIA NATURE OF BUSINESS: TRUST POSITION, TITLE, ASSOCIATION: TRUSTEE START DATE OF RELATIONSHIP: 01/01/1989 NUMBER OF HOURS DEVOTED: 0 HOUR(S) MONTHLY NUMBER OF HOURS DURING TRADING HOURS: 0 HOUR(S) MONTHLY DUTIES: AN EXISTING ADVEST ACCOUNT. (3)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FIRST NATIONAL BUFFALO BANKSHARES INVESTMENT RELATED: YES ADDRESS OF BUSINESS: BUFFALO, WYOMING 82834 NATURE OF BUSINESS: OTHER POSITION, TITLE, ASSOCIATION: SHAREHOLDER START DATE OF RELATIONSHIP: 01/01/1990 NUMBER OF HOURS DEVOTED: 0 HOUR(S) MONTHLY NUMBER OF HOURS DURING TRADING HOURS: 0 HOUR(S) MONTHLY DUTIES: OWNER IN PRIVATELY HELD STOCK. I*96366 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: MOUNT SAINT ALBAN, WASHINGTON, DISTRICT OF COLUMBIA 20016 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 42597 NUMBER OF HOURS DEVOTED: 16 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: THE ENTITY (PECF) OVERSEES THE ACTIVITIES OF THE WASHINGTON NATIONAL CATHEDRAL AND ASSOCIATED ENTITIES. I WILL SERVE AS THE CHAIR OF THE INVESTMENT SUBCOMMITTEE OF THIS ORGANIZATION WHICH PERIODICALLY REVIEWS AND APPROVES THE INVESTMENT ACTIVITIES FOR THE FOUNDATION. I*31247 For profit or not for profit: Non-Profit Organization Name of outside business organization: Investment Subcommittee-- St.Albans School Investment related: N Address of business: Washington, District of Columbia 20016 Nature of business: Other,501c3 Position, title, association: Committee Member, Start date of relationship: 2/1/2007 Number of hours devoted: 18 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Subcommittee Member I*2007268, Entity Type, Charitable,Name of OBA:St Albans School, Address:Washington, District of Columbia,20016,Investment Related:YES, Position, Title, Association:Committee, Employee Start Date:09/23/2024, No Hours:12 MONTHLY, No Hours during trading:0, Duties:St. Albans School is a private school for 4th grade through high school. I will be joining the Finance Committee of the school. The Finance Committee oversees all aspects of the budget and capital projects with final approvals by the Governing board. I am currently the chair of the Investment Subcommittee which primarily focuses on the school's endowment and reports t the Finance committee and now have been asked to also serve on the Finance committee.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-12-05
• S63 Uniform Securities Agent State Law Examination
  1983-01-07