Mary Beth Garrison

Current Employers

Employment History

• 03/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 08/2009 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*411179For profit or not for profit: Entity For ProfitName of outside business organization: Summit View Land Company, LLCInvestment related: YAddress of business: Hailey, Idaho, 83333Nature of business: ["Limited Liability Company"]Position, title, association: ["Other"], Start date of relationship: 4/1/2015Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Member, Owner of a 52-unit apartment complex. I pay the bills and calculate payroll and associated taxes. I*1513289For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Mountain Village, Colorado, 81435, United StatesNature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 10/15/2023Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: ,I*1780272Entity Type: N/AName of OBA: Rental Property 2Address: Playa Dominical, Punteranas, Costa RicaInvestment Related: NoPosition, Title, Association: Co-owner with other family membersStart Date:04/26/2024No Hours: 8 YearlyNo Hours during trading:0Duties: N/AI*: 1972275Entity Type: Entity For ProfitName of OBA: SUMMITVIEW GLOBAL LLCAddress: Hailey, IDInvestment Related: NoPosition, Title, Association: General Partner/Managing MemberEmployee Start Date: 07/24/2024Number of Hours: 0Number of Hours during trading: 0Duties: LLC formed to hold Costa Rica rental property.I am a 50% co-owner but do not have any day to day responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-11
• S63 Uniform Securities Agent State Law Examination
  2004-04-28

Other Names

• Mary Beth Garrison
• Mary Beth Miller
• Mary Beth Johnston