Lance Edward Marcus

Current Employers

Employment History

• 03/1980 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pasadena, CA
• 09/2009 → Present
  Bank Of America, N.A.
  Pasadena, CA

Other Businesses

I*98156FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTYINVESTMENT RELATED: NADDRESS OF BUSINESS:SIMI VALLEY, CALIFORNIA 93065NATURE OF BUSINESS: OTHER, RENTAL PROPERTYPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 9/1/2016NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERY I*9522For profit or not for profit: Name of outside business organization: S Marcus and L M JTWROSInvestment related: Address of business:Los Angeles, California 90037Nature of business: ,Position, title, association: , Start date of relationship: 4/9/2020Number of hours devoted: 4 hour(s) Number of hours devoted during trading hours: 0Duties: I*2929328, Entity Type: , Name of OBA: L M TTEE M G M TTEE U/A DTD 07/01/1997 , Address: Simi Valley, California, 93065, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 07/01/1997, No Hours: 5 Monthly, No Hours during Trading: 5 Monthly, Duties: I*2929330, Entity Type: , Name of OBA: L & M M TTEE U/A DTD 07/01/1997 M FAM , Address: Simi Valley, California, 93065, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 07/01/1997, No Hours: 5 Monthly, No Hours during Trading: 5 Monthly, Duties: I*2929331, Entity Type: , Name of OBA: L E M TTEE M G M TTEE U/A DTD 07/01/97, Address: Simi Valley, California, 93065, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 07/01/1997, No Hours: 5 Monthly, No Hours during Trading: 5 Monthly, Duties: I*2929332, Entity Type: , Name of OBA: L& M M TTEE U/A DTD 07/01/1997 M TTEE, Address: Simi Valley, California, 93065, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 07/01/1997, No Hours: 5 Monthly, No Hours during Trading: 5 Monthly, Duties: I*2930308, Entity Type: , Name of OBA: MR L E M TTEE MRS M G M UAD 7-1-97, Address: Simi Valley, California, 93065, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 07/01/1997, No Hours: 5 Monthly, No Hours during Trading: 5 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-09
• S63 Uniform Securities Agent State Law Examination
  1986-06-16