Theodore John Longo

Current Employers

Employment History

• 07/1986 → 08/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gulfport, MS
• 11/2009 → 08/2020
  Bank Of America,Na
  Slidell, LA
• 08/2020 → Present
  Sanctuary Wealth
  Slidel, LA

Previous Registrations

• 1993-11-10 → 2020-08-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mandeville, LA

Other Businesses

(1) Name: Longo Properties LLC Position: Owner Nature: commercial property ownership Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 08/21/2020 Address: 2054 Gause Blvd. East, Slidell LA 70461, United States Description: to provide a business structure to own and maintain property (2) Sales of fixed annuities, whole life insurance: Name of Activity Insurance business Fixed Annuity Fixed Life Producer (3) Name: Executive Board Pine Burr Area Council Position: Board member Nature: Board member for South MS Boy Scouts Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 1/1/2021 Address: 1318 Hardy Street, Hattiesburg MS 39401, United States Description: Attend 3 of 5 meetings a year, Donate to Friends of Scouting, serve on committees if needed to plan for future of scouting in South MS (4) Name: Brothers of the Sacred Heart Foundation Inc Position: President Nature: Catholic Religious organization with a mission of charitable and educational work in the US and world wide Investment Related: No Hours: 3 Securities Trading Hours: 1 Start Date: 10/3/2016 Address: 4600 Elysian Fields Ave, New Orleans LA 70122, United States Description: As a board member I offer advice and opinion on decisions the director makes. I work with the other board members quarterly to discuss financial and business related decisions facing the Brothers of the Sacred Heart face

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-11-07
• S63 Uniform Securities Agent State Law Examination
  1986-02-06

Other Names

• Ted John Longo
• Ted Longo
• Ted Longo