Paul Lawrence Landolfe

Current Employers

Employment History

• 07/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 09/2009 → Present
  Bank Of America, N.A.
  Florham Park, NJ

Other Businesses

I*37758 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WHITEFACE LODGE HOMEOWNERS ASSOCIATION INVESTMENT RELATED: NO ADDRESS OF BUSINESS: LAKE PLACID, NEW YORK 12946 POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 12/29/2010 NUMBER OF HOURS DEVOTED: 1 HOUR ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WE OWN A FRACTIONAL OWNERSHIP IN A VACATION CONDO I*505872 Entity Type: Renal Property Name of outside business organization: Rental Property 1 Investment related: No Address of business: Lake Placid, New York, 12946 Position, title, association: Co-owner with other family members Start date of relationship: 7/2/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Co owner of rental property I*1459250 Entity Type: HOA, Co-op, Freehold Name of outside business organization: Lakeside Residences II Condominum Association Investment related: No Address of business: Lake Placid, NY 12946 Position, title, association: Treasurer, Board Member Start date of relationship: 11/30/2023 Number of hours devoted: 3 hours Monthly Number of hours devoted during trading hours: 0 Duties: Homeowners association (non profit ). General Board member or treasurer I*2234280, Entity Type: Fiduciary role Name of OBA: P L TTEE J L TTEE U/A DTD 04/10/2014 , Address: New Rochelle, New York, 10804, Investment Related: No, Position, Title, Association: Trustee, Employee State Date: 07-Mar-2030, No Hours: 12 Monthly, No Hours during Trading: 1 Monthly, Duties: Trustee for siblings I*: 2452264 Entity Type: Fiduciary role Name of OBA: J. S. and the J. P. S. Discretionary Tr Address: Madison, CT 06443 Investment Related: No Position, Title, Association: Executor, Trustee Employee Start Date: 01/04/2027 Number of Hours: 1hr mthly Number of Hours during trading: 1 hr mthly Duties: Executor, Trustee for In Laws

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-14
• S65 Uniform Investment Adviser Law Examination
  1999-11-09