Lucille Conklin

Current Employers

Employment History

• 03/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  White Plains, NY

Other Businesses

I*810280, Entity Type: Entity For Profit, Name of OBA: Not detremined, Address: Hawthorne , New York, 10532, Investment Related: N, Position, Title, Association: Other, Employee State Date: 09/19/2022, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties: Investor. One of multiple investors providing working capital to cover start up costs to get the business off the ground and fully functional. Start date for customer use possibly July/August. Weekly 2 hour evening prep meetings. I*127220For profit or not for profit: For-Profit OrganizationName of outside business organization: EVZONE LLCInvestment related: NAddress of business: White Plains, New York 10603Nature of business: LLC,Position, title, association: Other, memberStart date of relationship: 10/7/2019Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: EVZONE LLC created to purchase an interest in a business (Solaris Sports LLC) and the building where the business is located. OBA request already submitted on 10/8/19 for Solaris Sports LLC. No responsibility running the operation. I*984433For profit or not for profit: Entity For ProfitName of outside business organization: COR Performance of Westchester, LLCInvestment related: NAddress of business: Mt Kisco, New York, 10549Nature of business: ["Limited Liability Company"]Position, title, association: ["Other"], Start date of relationship: 10/1/2022Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: No active role in the operation and running of the business. Minority investment in a business that caters to HS athletes looking to receive proven sports specific training from the D1 franchise started by pro athletes., Minority investor with no active managerial role in the business. Sole purpose of the business is the development and operation of a D1 training facility in Westchester County NY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-10
• S63 Uniform Securities Agent State Law Examination
  2012-12-18

Other Names

• Lucille Marie Conklin