Christopher Daniel Tully

Current Employers

Employment History

• 02/2009 → Present
  Oppenheimer & Co. Inc.
  White Plains, NY

Other Businesses

WILLIAM J. TULLY FOUNDATION (TRUST ACCOUNT) ESTABLISHED 1/2/2009. I ACT AS CO-TRUSTEE. THISIS AN INVESTMENT ACCOUNT. WILLIAM J. TULLY LOCATED AT 650 TENNIS CLUB DRIVE, FT. LAUDERDALE, FL THE TRUST IS IN PLACE TO DONATE MONEY TO CHARITIES. I AM A TRUSTEE ON THE FAMILY FOUNDATION, WHICH INVESTS PRINCIPAL AND DONATES MOST INCOME TO VAROUS CHARITIES AND RELIGIOUS ORGANIZATIONS DATED OCTOBER 1, 1963. WILLIAM AND KATHRYN TULLY IRREVOCABLE TRUST DATED 12/28/1998. I AM CO-TRUSTEE OF THIS TRUST WHOSE PRIMARY ASSET IS AN INSURANCE POLICY. MY PRIMARY DUTY IS TO PAY THE PREMIUMS ON THE POLICY. I SPEND ABOUT 2 HOURS PER MONTH ON IT. MARJORIE TULLY SUPPLEMENTAL NEEDS TRUST DTED 4/1/2006. I AM CO-TRUSTEE OF THIS TRUST FOR MY SISTER'S FINANCIAL WELL BEING. I SPEND ABOUT 1 HOUR PER MONTH ON THIS ACCOUNT. CO-EXECUTOR OF TRUST .LEO L TULLY. (DESEASED GRANDFATHER)WITH MY FATHER. DISTRIBUTE FUNDS TO MY FATHER AND SIBLINGS.8 GREENSWAY NEW ROCHELLE NY/333 ELMWOOD AVE , MAPLEWOOD, NJ 07040. I WILL BE BENEFICIARY ALONG WITH MY EIGHT SIBLINGS.ONE HOUR PER MONTH.EFFECTVE 04/2016 GREENS WAY IRREVOCABLE TRUST NOT INVESTMENT RELATED.I AM CO-TRUSTEE FOR A TULLY FAMILY TRUST, A FAMILY SITUATION HOLDING A FAMILY-USED CONDOMINIUM. WE SOLD THE CONDOMINIUM, DEPOSITED THE PROCEEDS INTO AN OPPENHEIMER ACCT AND DISTRIBUTED THE PROCEEDS EVENLY TO THE NINE FAMILY CHILDREN/SIBLINGS. AS OF 10/1/2017. THE ACCOUNT WILL BE CLOSED. I HAVE SPENT ONE HOUR ON CLOSING & DISTRIBUTING OF ASSET AND EXPECT NO FURTHER ACTIVITY ON THIS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-17
• S63 Uniform Securities Agent State Law Examination
  1981-01-12

Other Names

• Christopher D Tully